Cassady Schiller Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.02K | Buy |
26
+17
| +189% | +$1.97K | ﹤0.01% | 505 |
|
|
2024
Q3 | $1.22K | Hold |
9
| – | – | ﹤0.01% | 415 |
|
|
2024
Q2 | $1.22K | Hold |
9
| – | – | ﹤0.01% | 415 |
|
|
2024
Q1 | $1.16K | Sell |
9
-147
| -94% | -$19K | ﹤0.01% | 446 |
|
|
2023
Q4 | $17.8K | Hold |
156
| – | – | 0.01% | 286 |
|
|
2023
Q3 | $14.2K | Hold |
156
| – | – | 0.01% | 302 |
|
|
2023
Q2 | $17.6K | Buy |
+156
| New | +$17.6K | 0.01% | 292 |
|
|
2023
Q1 | – | Sell |
-308
| Closed | -$34.1K | – | 494 |
|
|
2022
Q4 | $34.1K | Buy |
+308
| New | +$34.1K | 0.02% | 227 |
|
|
2022
Q1 | – | Sell |
-285
| Closed | -$34K | – | 622 |
|
|
2021
Q4 | $34K | Buy |
+285
| New | +$34K | 0.02% | 232 |
|