Edge Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-31
| Closed | -$4K | – | 471 |
|
|
2021
Q4 | $4K | Sell |
31
-10
| -24% | -$1.24K | ﹤0.01% | 367 |
|
|
2021
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 353 |
|
|
2021
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 349 |
|
|
2021
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 353 |
|
|
2020
Q4 | $4K | Hold |
41
| – | – | ﹤0.01% | 311 |
|
|
2020
Q3 | $3K | Buy |
41
+1
| +3% | +$78 | ﹤0.01% | 379 |
|
|
2020
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 600 |
|
|
2020
Q1 | $3K | Sell |
40
-100
| -71% | -$7.88K | ﹤0.01% | 528 |
|
|
2019
Q4 | $11K | Hold |
140
| – | – | ﹤0.01% | 419 |
|
|
2019
Q3 | $11K | Buy |
140
+100
| +250% | +$7.86K | ﹤0.01% | 400 |
|
|
2019
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 524 |
|
|
2019
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 508 |
|
|
2018
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 515 |
|
|
2018
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 546 |
|
|
2018
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 524 |
|
|
2018
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 500 |
|
|
2017
Q4 | $2K | Sell |
40
-25
| -38% | -$1.66K | ﹤0.01% | 486 |
|
|
2017
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 459 |
|
|
2017
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 451 |
|
|
2017
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 443 |
|
|
2016
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 422 |
|
|
2016
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 423 |
|
|
2016
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 394 |
|
|
2016
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 365 |
|
|
2015
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 401 |
|
|
2015
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 400 |
|
|
2015
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 394 |
|
|
2015
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 388 |
|
|
2014
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 392 |
|
|
2014
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 382 |
|
|
2014
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 343 |
|
|
2014
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 371 |
|
|
2013
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 330 |
|
|
2013
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 306 |
|
|
2013
Q2 | $2K | Buy |
+65
| New | +$1.79K | ﹤0.01% | 292 |
|
Other funds holding XYL
PAMS
