Cape Investment Advisory’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6K | Sell |
175
-1
| -0.6% | -$129 | 0.01% | 482 |
|
|
2025
Q1 | $21K | Hold |
176
| – | – | 0.01% | 472 |
|
|
2024
Q4 | $20.4K | Buy |
176
+1
| +0.6% | +$116 | 0.01% | 475 |
|
|
2024
Q3 | $23.6K | Hold |
175
| – | – | 0.01% | 431 |
|
|
2024
Q2 | $23.7K | Hold |
175
| – | – | 0.01% | 404 |
|
|
2024
Q1 | $22.6K | Sell |
175
-15
| -8% | -$1.94K | 0.01% | 424 |
|
|
2023
Q4 | $21.7K | Buy |
190
+15
| +9% | +$1.72K | 0.01% | 516 |
|
|
2023
Q3 | $15.9K | Hold |
175
| – | – | 0.01% | 479 |
|
|
2023
Q2 | $19.7K | Hold |
175
| – | – | 0.01% | 437 |
|
|
2023
Q1 | $18.3K | Buy |
+175
| New | +$18.3K | 0.01% | 433 |
|