BWA
Burt Wealth Advisors’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-21
| Closed | -$2K | – | 374 |
|
|
2020
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 357 |
|
|
2020
Q3 | $2K | Sell |
21
-343
| -94% | -$32.7K | ﹤0.01% | 362 |
|
|
2020
Q2 | $24K | Hold |
364
| – | – | 0.01% | 219 |
|
|
2020
Q1 | $24K | Hold |
364
| – | – | 0.01% | 213 |
|
|
2019
Q4 | $29K | Hold |
364
| – | – | 0.01% | 210 |
|
|
2019
Q3 | $29K | Hold |
364
| – | – | 0.01% | 206 |
|
|
2019
Q2 | $30K | Hold |
364
| – | – | 0.01% | 203 |
|
|
2019
Q1 | $29K | Hold |
364
| – | – | 0.01% | 208 |
|
|
2018
Q4 | $24K | Hold |
364
| – | – | 0.01% | 223 |
|
|
2018
Q3 | $29K | Hold |
364
| – | – | 0.01% | 225 |
|
|
2018
Q2 | $25K | Sell |
364
-200
| -35% | -$13.7K | 0.01% | 231 |
|
|
2018
Q1 | $43K | Hold |
564
| – | – | 0.02% | 193 |
|
|
2017
Q4 | $38K | Hold |
564
| – | – | 0.02% | 202 |
|
|
2017
Q3 | $35K | Hold |
564
| – | – | 0.02% | 201 |
|
|
2017
Q2 | $31K | Hold |
564
| – | – | 0.02% | 224 |
|
|
2017
Q1 | $28K | Hold |
564
| – | – | 0.02% | 209 |
|
|
2016
Q4 | $28K | Hold |
564
| – | – | 0.03% | 211 |
|
|
2016
Q3 | $29K | Hold |
564
| – | – | 0.03% | 192 |
|
|
2016
Q2 | $25K | Hold |
564
| – | – | 0.03% | 199 |
|
|
2016
Q1 | $23K | Buy |
+564
| New | +$23K | 0.02% | 236 |
|