Connecticut Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Hold |
4,620
| – | – | 0.03% | 205 |
|
|
2025
Q1 | $552K | Hold |
4,620
| – | – | 0.03% | 202 |
|
|
2024
Q4 | $536K | Buy |
+4,620
| New | +$536K | 0.03% | 179 |
|
|
2024
Q3 | – | Sell |
-1,985
| Closed | -$269K | – | 340 |
|
|
2024
Q2 | $269K | Buy |
1,985
+40
| +2% | +$5.43K | 0.01% | 279 |
|
|
2024
Q1 | $251K | Buy |
1,945
+110
| +6% | +$14.2K | 0.01% | 287 |
|
|
2023
Q4 | $210K | Buy |
+1,835
| New | +$210K | 0.01% | 310 |
|