Carroll Financial Associates’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9
| Closed | -$1K | – | 1989 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1738 |
|
|
2021
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1661 |
|
|
2018
Q1 | – | Sell |
-15
| Closed | -$1K | – | 1358 |
|
|
2017
Q4 | $1K | Sell |
15
-985
| -99% | -$65.7K | ﹤0.01% | 1207 |
|
|
2017
Q3 | $64K | Sell |
1,000
-200
| -17% | -$12.8K | 0.01% | 450 |
|
|
2017
Q2 | $66K | Sell |
1,200
-220
| -15% | -$12.1K | 0.01% | 438 |
|
|
2017
Q1 | $71K | Hold |
1,420
| – | – | 0.01% | 420 |
|
|
2016
Q4 | $70K | Buy |
1,420
+20
| +1% | +$986 | 0.01% | 412 |
|
|
2016
Q3 | $73K | Hold |
1,400
| – | – | 0.01% | 399 |
|
|
2016
Q2 | $62K | Hold |
1,400
| – | – | 0.01% | 417 |
|
|
2016
Q1 | $57K | Hold |
1,400
| – | – | 0.01% | 405 |
|
|
2015
Q4 | $51K | Hold |
1,400
| – | – | 0.01% | 402 |
|
|
2015
Q3 | $48K | Hold |
1,400
| – | – | 0.01% | 403 |
|
|
2015
Q2 | $52K | Buy |
+1,400
| New | +$52K | 0.01% | 368 |
|
|
2014
Q4 | – | Sell |
-1,600
| Closed | -$59K | – | 907 |
|
|
2014
Q3 | $59K | Hold |
1,600
| – | – | 0.02% | 280 |
|
|
2014
Q2 | $63K | Hold |
1,600
| – | – | 0.02% | 289 |
|
|
2014
Q1 | $58K | Hold |
1,600
| – | – | 0.02% | 282 |
|
|
2013
Q4 | $55K | Sell |
1,600
-200
| -11% | -$6.88K | 0.02% | 263 |
|
|
2013
Q3 | $50K | Sell |
1,800
-100
| -5% | -$2.78K | 0.02% | 285 |
|
|
2013
Q2 | $51K | Buy |
+1,900
| New | +$51K | 0.03% | 234 |
|