Clearstead Trust’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-425
| Closed | -$38.7K | – | 475 |
|
|
2023
Q3 | $38.7K | Buy |
425
+325
| +325% | +$29.6K | 0.01% | 240 |
|
|
2023
Q2 | $11.3K | Hold |
100
| – | – | ﹤0.01% | 308 |
|
|
2023
Q1 | $10.5K | Hold |
100
| – | – | ﹤0.01% | 298 |
|
|
2022
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 305 |
|
|
2022
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 296 |
|