Cary Street Partners Investment Advisory’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-716
| Closed | -$65.2K | – | 1817 |
|
|
2023
Q3 | $65.2K | Buy |
716
+386
| +117% | +$35.1K | ﹤0.01% | 798 |
|
|
2023
Q2 | $37.2K | Buy |
330
+25
| +8% | +$2.82K | ﹤0.01% | 892 |
|
|
2023
Q1 | $31.9K | Sell |
305
-50
| -14% | -$5.24K | ﹤0.01% | 846 |
|
|
2022
Q4 | $39.3K | Buy |
+355
| New | +$39.3K | ﹤0.01% | 807 |
|
|
2020
Q4 | – | Sell |
-1,086
| Closed | -$91K | – | 899 |
|
|
2020
Q3 | $91K | Buy |
+1,086
| New | +$91K | 0.02% | 398 |
|