CIA
Cascade Investment Advisors’s Xylem XYL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-900
| Closed | -$94.2K | – | 241 |
|
2023
Q1 | $94.2K | Buy |
+900
| New | +$94.2K | 0.07% | 119 |
|
2022
Q3 | – | Sell |
-900
| Closed | -$70.4K | – | 236 |
|
2022
Q2 | $70.4K | Hold |
900
| – | – | 0.06% | 132 |
|
2022
Q1 | $76.7K | Hold |
900
| – | – | 0.05% | 144 |
|
2021
Q4 | $108K | Hold |
900
| – | – | 0.06% | 134 |
|
2021
Q3 | $111K | Hold |
900
| – | – | 0.07% | 129 |
|
2021
Q2 | $108K | Hold |
900
| – | – | 0.07% | 128 |
|
2021
Q1 | $94.7K | Hold |
900
| – | – | 0.06% | 130 |
|
2020
Q4 | $91.6K | Hold |
900
| – | – | 0.07% | 133 |
|
2020
Q3 | $75.7K | Hold |
900
| – | – | 0.06% | 134 |
|
2020
Q2 | $58.5K | Hold |
900
| – | – | 0.06% | 135 |
|
2020
Q1 | $58.6K | Hold |
900
| – | – | 0.06% | 129 |
|
2019
Q4 | $70.9K | Hold |
900
| – | – | 0.05% | 136 |
|
2019
Q3 | $71.7K | Hold |
900
| – | – | 0.06% | 130 |
|
2019
Q2 | $75.3K | Sell |
900
-100
| -10% | -$8.36K | 0.06% | 124 |
|
2019
Q1 | $79K | Hold |
1,000
| – | – | 0.07% | 119 |
|
2018
Q4 | $66.7K | Buy |
1,000
+200
| +25% | +$13.3K | 0.07% | 122 |
|
2018
Q3 | $63.9K | Hold |
800
| – | – | 0.05% | 122 |
|
2018
Q2 | $53.9K | Hold |
800
| – | – | 0.05% | 125 |
|
2018
Q1 | $61.5K | Hold |
800
| – | – | 0.05% | 121 |
|
2017
Q4 | $54.6K | Hold |
800
| – | – | 0.04% | 126 |
|
2017
Q3 | $50.1K | Hold |
800
| – | – | 0.04% | 125 |
|
2017
Q2 | $44.3K | Buy |
+800
| New | +$44.3K | 0.04% | 126 |
|