Dakota 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
$257K Sell
1,984
-119
-6% -$15.4K 0.01% 664
2025
Q1
$251K Sell
2,103
-651
-24% -$77.8K 0.01% 661
2024
Q4
$320K Sell
2,754
-8,317
-75% -$965K 0.01% 588
2024
Q3
$1.49M Buy
11,071
+6,749
+156% +$911K 0.03% 310
2024
Q2
$586K Sell
4,322
-17
-0.4% -$2.31K 0.01% 478
2024
Q1
$561K Sell
4,339
-144
-3% -$18.6K 0.01% 482
2023
Q4
$513K Buy
4,483
+15
+0.3% +$1.72K 0.02% 413
2023
Q3
$407K Sell
4,468
-511
-10% -$46.5K 0.02% 449
2023
Q2
$561K Buy
4,979
+746
+18% +$84K 0.03% 357
2023
Q1
$443K Buy
4,233
+182
+4% +$19.1K 0.03% 387
2022
Q4
$448K Buy
4,051
+471
+13% +$52.1K 0.03% 370
2022
Q3
$313K Buy
+3,580
New +$313K 0.03% 413