Charter Oak Capital Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-766
| Closed | -$60K | – | 926 |
|
|
2022
Q2 | $60K | Sell |
766
-100
| -12% | -$7.83K | 0.01% | 306 |
|
|
2022
Q1 | $74K | Buy |
866
+100
| +13% | +$8.55K | 0.01% | 301 |
|
|
2021
Q4 | $92K | Hold |
766
| – | – | 0.01% | 266 |
|
|
2021
Q3 | $95K | Hold |
766
| – | – | 0.01% | 254 |
|
|
2021
Q2 | $92K | Hold |
766
| – | – | 0.01% | 250 |
|
|
2021
Q1 | $81K | Hold |
766
| – | – | 0.01% | 260 |
|
|
2020
Q4 | $78K | Buy |
+766
| New | +$78K | 0.01% | 249 |
|