Dynamic Advisor Solutions’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Sell |
5,505
-308
| -5% | -$39.8K | 0.02% | 523 |
|
|
2025
Q1 | $694K | Buy |
+5,813
| New | +$694K | 0.02% | 504 |
|
|
2024
Q4 | – | Sell |
-6,614
| Closed | -$893K | – | 939 |
|
|
2024
Q3 | $893K | Buy |
6,614
+47
| +0.7% | +$6.35K | 0.03% | 482 |
|
|
2024
Q2 | $891K | Sell |
6,567
-130
| -2% | -$17.6K | 0.03% | 487 |
|
|
2024
Q1 | $865K | Buy |
6,697
+70
| +1% | +$9.05K | 0.03% | 472 |
|
|
2023
Q4 | $743K | Sell |
6,627
-134
| -2% | -$15K | 0.03% | 484 |
|
|
2023
Q3 | $615K | Buy |
6,761
+375
| +6% | +$34.1K | 0.03% | 469 |
|
|
2023
Q2 | $719K | Buy |
6,386
+394
| +7% | +$44.4K | 0.04% | 414 |
|
|
2023
Q1 | $627K | Buy |
+5,992
| New | +$627K | 0.04% | 419 |
|
|
2021
Q1 | – | Sell |
-6,499
| Closed | -$662K | – | 734 |
|
|
2020
Q4 | $662K | Buy |
6,499
+80
| +1% | +$8.15K | 0.06% | 309 |
|
|
2020
Q3 | $540K | Buy |
6,419
+160
| +3% | +$13.5K | 0.06% | 294 |
|
|
2020
Q2 | $407K | Sell |
6,259
-50
| -0.8% | -$3.25K | 0.06% | 319 |
|
|
2020
Q1 | $411K | Buy |
6,309
+810
| +15% | +$52.8K | 0.08% | 273 |
|
|
2019
Q4 | $433K | Sell |
5,499
-220
| -4% | -$17.3K | 0.06% | 333 |
|
|
2019
Q3 | $455K | Buy |
5,719
+35
| +0.6% | +$2.79K | 0.07% | 292 |
|
|
2019
Q2 | $475K | Buy |
5,684
+904
| +19% | +$75.5K | 0.08% | 268 |
|
|
2019
Q1 | $378K | Buy |
+4,780
| New | +$378K | 0.07% | 265 |
|