Concord Wealth Partners’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-37
| Closed | -$3K | – | 1399 |
|
|
2022
Q1 | $3K | Sell |
37
-64
| -63% | -$5.19K | ﹤0.01% | 1048 |
|
|
2021
Q4 | $12K | Buy |
+101
| New | +$12K | ﹤0.01% | 749 |
|
|
2021
Q3 | – | Sell |
-10
| Closed | -$1K | – | 1051 |
|
|
2021
Q2 | $1K | Sell |
10
-3
| -23% | -$300 | ﹤0.01% | 1018 |
|
|
2021
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 972 |
|