Cornerstone 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 | $375K | Buy |
2,903
+119
| +4% | +$15.4K | 0.02% | 455 |
|
2025
Q1 | $333K | Buy |
2,784
+1,010
| +57% | +$121K | 0.02% | 453 |
|
2024
Q4 | $206K | Buy |
1,774
+188
| +12% | +$21.8K | 0.01% | 557 |
|
2024
Q3 | $214K | Sell |
1,586
-65
| -4% | -$8.78K | 0.02% | 532 |
|
2024
Q2 | $224K | Hold |
1,651
| – | – | 0.02% | 500 |
|
2024
Q1 | $213K | Buy |
+1,651
| New | +$213K | 0.02% | 505 |
|
2018
Q4 | – | Sell |
-40,470
| Closed | -$626K | – | 1166 |
|
2018
Q3 | $626K | Sell |
40,470
-8,389
| -17% | -$130K | 0.01% | 840 |
|
2018
Q2 | $723K | Buy |
+48,859
| New | +$723K | 0.01% | 879 |
|