CWA
Clarus Wealth Advisors’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,621
| Closed | -$136K | – | 559 |
|
|
2019
Q2 | $136K | Sell |
1,621
-123
| -7% | -$10.3K | 0.1% | 153 |
|
|
2019
Q1 | $138K | Sell |
1,744
-9
| -0.5% | -$712 | 0.1% | 151 |
|
|
2018
Q4 | $117K | Sell |
1,753
-1,921
| -52% | -$128K | 0.18% | 142 |
|
|
2018
Q3 | $293K | Sell |
3,674
-16
| -0.4% | -$1.28K | 0.19% | 63 |
|
|
2018
Q2 | $284K | Hold |
3,690
| – | – | 0.21% | 58 |
|
|
2018
Q1 | $284K | Buy |
3,690
+170
| +5% | +$13.1K | 0.26% | 58 |
|
|
2017
Q4 | $240K | Buy |
+3,520
| New | +$240K | 0.23% | 79 |
|