Constellation Wealth Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,200
| Closed | -$230K | – | 151 |
|
|
2015
Q2 | $230K | Hold |
6,200
| – | – | 0.02% | 170 |
|
|
2015
Q1 | $217K | Hold |
6,200
| – | – | 0.02% | 173 |
|
|
2014
Q4 | $236K | Sell |
6,200
-800
| -11% | -$30.5K | 0.02% | 167 |
|
|
2014
Q3 | $248K | Hold |
7,000
| – | – | 0.02% | 180 |
|
|
2014
Q2 | $274K | Hold |
7,000
| – | – | 0.03% | 155 |
|
|
2014
Q1 | $255K | Hold |
7,000
| – | – | 0.02% | 179 |
|
|
2013
Q4 | $242K | Buy |
+7,000
| New | +$242K | 0.02% | 182 |
|