Creative Financial Designs’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $29.1K | Sell |
225
-58
| -20% | -$7.5K | ﹤0.01% | 1027 |
|
2025
Q1 | $33.8K | Buy |
283
+5
| +2% | +$597 | ﹤0.01% | 952 |
|
2024
Q4 | $32.3K | Hold |
278
| – | – | ﹤0.01% | 929 |
|
2024
Q3 | $37.5K | Hold |
278
| – | – | ﹤0.01% | 870 |
|
2024
Q2 | $37.7K | Hold |
278
| – | – | ﹤0.01% | 832 |
|
2024
Q1 | $35.9K | Sell |
278
-164
| -37% | -$21.2K | ﹤0.01% | 817 |
|
2023
Q4 | $50.5K | Hold |
442
| – | – | 0.01% | 679 |
|
2023
Q3 | $40.2K | Buy |
442
+131
| +42% | +$11.9K | ﹤0.01% | 681 |
|
2023
Q2 | $35K | Buy |
311
+35
| +13% | +$3.94K | ﹤0.01% | 725 |
|
2023
Q1 | $28.9K | Buy |
+276
| New | +$28.9K | ﹤0.01% | 717 |
|
2021
Q4 | – | Sell |
-172
| Closed | -$21K | – | 1475 |
|
2021
Q3 | $21K | Hold |
172
| – | – | ﹤0.01% | 854 |
|
2021
Q2 | $21K | Hold |
172
| – | – | ﹤0.01% | 845 |
|
2021
Q1 | $18K | Hold |
172
| – | – | ﹤0.01% | 809 |
|
2020
Q4 | $18K | Hold |
172
| – | – | ﹤0.01% | 751 |
|
2020
Q3 | $14K | Buy |
+172
| New | +$14K | ﹤0.01% | 739 |
|