Clearstead Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
2,885
+348
| +14% | +$45K | 0.01% | 684 |
|
|
2025
Q1 | $303K | Buy |
2,537
+245
| +11% | +$29.3K | ﹤0.01% | 704 |
|
|
2024
Q4 | $266K | Buy |
2,292
+3
| +0.1% | +$348 | ﹤0.01% | 767 |
|
|
2024
Q3 | $309K | Buy |
2,289
+3
| +0.1% | +$405 | ﹤0.01% | 715 |
|
|
2024
Q2 | $310K | Buy |
2,286
+1,181
| +107% | +$160K | 0.01% | 666 |
|
|
2024
Q1 | $156K | Sell |
1,105
-395
| -26% | -$55.8K | 0.01% | 510 |
|
|
2023
Q4 | $172K | Sell |
1,500
-2,083
| -58% | -$238K | 0.01% | 476 |
|
|
2023
Q3 | $326K | Buy |
3,583
+2,004
| +127% | +$182K | 0.01% | 470 |
|
|
2023
Q2 | $178K | Hold |
1,579
| – | – | 0.01% | 447 |
|
|
2023
Q1 | $165K | Buy |
1,579
+1,350
| +590% | +$141K | 0.01% | 418 |
|
|
2022
Q4 | $25.3K | Hold |
229
| – | – | ﹤0.01% | 755 |
|
|
2022
Q3 | $20K | Sell |
229
-100
| -30% | -$8.73K | ﹤0.01% | 773 |
|
|
2022
Q2 | $26K | Hold |
329
| – | – | ﹤0.01% | 741 |
|
|
2022
Q1 | $28K | Hold |
329
| – | – | ﹤0.01% | 792 |
|
|
2021
Q4 | $39K | Sell |
329
-345
| -51% | -$40.9K | ﹤0.01% | 699 |
|
|
2021
Q3 | $83K | Buy |
674
+350
| +108% | +$43.1K | 0.01% | 520 |
|
|
2021
Q2 | $39K | Buy |
324
+18
| +6% | +$2.17K | ﹤0.01% | 598 |
|
|
2021
Q1 | $32K | Hold |
306
| – | – | ﹤0.01% | 601 |
|
|
2020
Q4 | $31K | Hold |
306
| – | – | ﹤0.01% | 573 |
|
|
2020
Q3 | $26K | Buy |
306
+206
| +206% | +$17.5K | ﹤0.01% | 558 |
|
|
2020
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 661 |
|
|
2020
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 612 |
|