Caldwell Trust’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.4K | Hold |
320
|
|
||||
|
2025
Q1 | $38.2K | Hold |
320
|
|
||||
|
2024
Q4 | $37.1K | Hold |
320
|
|
||||
|
2024
Q3 | $43.2K | Hold |
320
|
|
||||
|
2024
Q2 | $43.4K | Hold |
320
|
|
||||
|
2024
Q1 | $41.4K | Hold |
320
|
|
||||
|
2023
Q4 | $36.6K | Hold |
320
|
|
||||
|
2023
Q3 | $29.1K | Hold |
320
|
|
||||
|
2023
Q2 | $36K | Sell |
320
-160
|
|
||||
|
2023
Q1 | $50.3K | Sell |
480
-320
|
|
||||
|
2022
Q4 | $88.5K | Hold |
800
|
|
||||
|
2022
Q3 | $69.9K | Hold |
800
|
|
||||
|
2022
Q2 | $62.5K | Hold |
800
|
|
||||
|
2022
Q1 | $68.2K | Hold |
800
|
|
||||
|
2021
Q4 | $95.9K | Hold |
800
|
|
||||
|
2021
Q3 | $98.9K | Hold |
800
|
|
||||
|
2021
Q2 | $96K | Hold |
800
|
|
||||
|
2021
Q1 | $84.1K | Hold |
800
|
|
||||
|
2020
Q4 | $81.4K | Hold |
800
|
|
||||
|
2020
Q3 | $67.3K | Hold |
800
|
|
||||
|
2020
Q2 | $52K | Hold |
800
|
|
||||
|
2020
Q1 | $52.1K | Hold |
800
|
|
||||
|
2019
Q4 | $63K | Buy |
+800
|
|