Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-62,100
Closed -$1.24M 4772
2019
Q4
$1.24M Buy
62,100
+4,000
+7% +$311K 0.08% 219
2019
Q3
$1.33M Buy
58,100
+58,000
+58,000% +$4.56M 0.12% 137
2019
Q2
$1K Buy
+100
New +$7.97K ﹤0.01% 4048
2018
Q2
Sell
-1,400
Closed -$4K 5015
2018
Q1
$4K Buy
+1,400
New +$104K ﹤0.01% 3462
2017
Q2
Sell
-3,100
Closed -$17K 7208
2017
Q1
$17K Buy
3,100
+1,500
+94% +$73.1K ﹤0.01% 3517
2016
Q4
$1K Sell
1,600
-10,800
-87% -$548K ﹤0.01% 6202
2016
Q3
$36K Buy
12,400
+8,700
+235% +$427K ﹤0.01% 2790
2016
Q2
$8K Sell
3,700
-300
-8% -$13K ﹤0.01% 4473
2016
Q1
$18K Buy
4,000
+400
+11% +$14.7K ﹤0.01% 3418
2015
Q4
$8K Buy
+3,600
New +$130K ﹤0.01% 4445

Other funds holding XYL