Capital Asset Advisory Services’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,170
| Closed | -$258K | – | 304 |
|
|
2025
Q1 | $258K | Sell |
2,170
-476
| -18% | -$56.7K | 0.01% | 239 |
|
|
2024
Q4 | $310K | Buy |
2,646
+641
| +32% | +$75.1K | 0.02% | 246 |
|
|
2024
Q3 | $269K | Sell |
2,005
-84
| -4% | -$11.3K | 0.01% | 264 |
|
|
2024
Q2 | $279K | Sell |
2,089
-32
| -2% | -$4.28K | 0.02% | 259 |
|
|
2024
Q1 | $272K | Sell |
2,121
-1,259
| -37% | -$162K | 0.02% | 259 |
|
|
2023
Q4 | $387K | Sell |
3,380
-1,195
| -26% | -$137K | 0.02% | 215 |
|
|
2023
Q3 | $423K | Sell |
4,575
-472
| -9% | -$43.6K | 0.03% | 208 |
|
|
2023
Q2 | $552K | Sell |
5,047
-52
| -1% | -$5.69K | 0.04% | 191 |
|
|
2023
Q1 | $534K | Sell |
5,099
-698
| -12% | -$73.1K | 0.04% | 201 |
|
|
2022
Q4 | $653K | Sell |
5,797
-1,353
| -19% | -$152K | 0.05% | 169 |
|
|
2022
Q3 | $625K | Sell |
7,150
-2,353
| -25% | -$206K | 0.08% | 141 |
|
|
2022
Q2 | $743K | Buy |
9,503
+905
| +11% | +$70.8K | 0.08% | 180 |
|
|
2022
Q1 | $733K | Buy |
8,598
+3,080
| +56% | +$263K | 0.08% | 190 |
|
|
2021
Q4 | $662K | Buy |
5,518
+1,583
| +40% | +$190K | 0.07% | 208 |
|
|
2021
Q3 | $487K | Buy |
+3,935
| New | +$487K | 0.05% | 265 |
|
|
2021
Q1 | – | Sell |
-857
| Closed | -$87K | – | 1528 |
|
|
2020
Q4 | $87K | Buy |
+857
| New | +$87K | 0.02% | 491 |
|