Cornerstone Planning Group’s Xylem XYL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.45K	Buy	24 +10	+71%	+$1.44K	﹤0.01%	809
2025 Q1	$1.59K	Buy	14 +13	+1,300%	+$1.47K	﹤0.01%	1038
2024 Q4	$122	Sell	1 -5	-83%	-$610	﹤0.01%	1346
2024 Q3	$779	Hold	6	–	–	﹤0.01%	995
2024 Q2	$757	Buy	+6	New	+$757	﹤0.01%	1002