Colonial Trust 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 | $6.47K | Hold |
50
| – | – | ﹤0.01% | 564 |
|
2025
Q1 | $5.97K | Buy |
+50
| New | +$5.97K | ﹤0.01% | 551 |
|
2024
Q2 | – | Sell |
-4
| Closed | -$517 | – | 1034 |
|
2024
Q1 | $517 | Hold |
4
| – | – | ﹤0.01% | 905 |
|
2023
Q4 | $457 | Buy |
4
+2
| +100% | +$229 | ﹤0.01% | 823 |
|
2023
Q3 | $182 | Buy |
+2
| New | +$182 | ﹤0.01% | 876 |
|