Dunvegan Associates’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $39K | Hold |
1,065
| – | – | 0.05% | 109 |
|
|
2015
Q3 | $35K | Hold |
1,065
| – | – | 0.04% | 111 |
|
|
2015
Q2 | $39K | Hold |
1,065
| – | – | 0.04% | 111 |
|
|
2015
Q1 | $37K | Hold |
1,065
| – | – | 0.03% | 126 |
|
|
2014
Q4 | $41K | Hold |
1,065
| – | – | 0.04% | 118 |
|
|
2014
Q3 | $38K | Buy |
1,065
+300
| +39% | +$10.7K | 0.03% | 116 |
|
|
2014
Q2 | $30K | Hold |
765
| – | – | 0.03% | 126 |
|
|
2014
Q1 | $28K | Buy |
+765
| New | +$28K | 0.02% | 131 |
|