Crewe Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2
| Closed | -$271 | – | 812 |
|
|
2024
Q3 | $271 | Sell |
2
-1,198
| -100% | -$162K | ﹤0.01% | 684 |
|
|
2024
Q2 | $163K | Hold |
1,200
| – | – | 0.02% | 198 |
|
|
2024
Q1 | $155K | Buy |
+1,200
| New | +$155K | 0.02% | 204 |
|
|
2023
Q4 | – | Sell |
-7
| Closed | -$638 | – | 711 |
|
|
2023
Q3 | $638 | Hold |
7
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $789 | Sell |
7
-85
| -92% | -$9.58K | ﹤0.01% | 599 |
|
|
2023
Q1 | $9.63K | Hold |
92
| – | – | ﹤0.01% | 553 |
|
|
2022
Q4 | $10.2K | Sell |
92
-12
| -12% | -$1.33K | ﹤0.01% | 549 |
|
|
2022
Q3 | $9K | Buy |
104
+36
| +53% | +$3.12K | ﹤0.01% | 705 |
|
|
2022
Q2 | $5K | Buy |
+68
| New | +$5K | ﹤0.01% | 781 |
|