EWM
Endurance Wealth Management’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $15.5M | Buy |
137,668
+136,462
| +11,315% | +$15.4M | 2.12% | 13 |
|
|
2023
Q1 | $126K | Buy |
1,206
+1,006
| +503% | +$105K | 0.02% | 248 |
|
|
2022
Q4 | $22K | Hold |
200
| – | – | ﹤0.01% | 408 |
|
|
2022
Q3 | $17K | Hold |
200
| – | – | ﹤0.01% | 429 |
|
|
2022
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 441 |
|
|
2022
Q1 | $17K | Sell |
200
-12,500
| -98% | -$1.06M | ﹤0.01% | 468 |
|
|
2021
Q4 | $1.52M | Hold |
12,700
| – | – | 0.16% | 96 |
|
|
2021
Q3 | $1.57M | Hold |
12,700
| – | – | 0.17% | 98 |
|
|
2021
Q2 | $1.52M | Hold |
12,700
| – | – | 0.17% | 98 |
|
|
2021
Q1 | $1.34M | Hold |
12,700
| – | – | 0.16% | 100 |
|
|
2020
Q4 | $1.29M | Hold |
12,700
| – | – | 0.16% | 96 |
|
|
2020
Q3 | $1.07M | Hold |
12,700
| – | – | 0.16% | 92 |
|
|
2020
Q2 | $825K | Hold |
12,700
| – | – | 0.14% | 100 |
|
|
2020
Q1 | $827K | Hold |
12,700
| – | – | 0.16% | 93 |
|
|
2019
Q4 | $1M | Hold |
12,700
| – | – | 0.15% | 93 |
|
|
2019
Q3 | $1.01M | Hold |
12,700
| – | – | 0.17% | 96 |
|
|
2019
Q2 | $1.06M | Hold |
12,700
| – | – | 0.17% | 94 |
|
|
2019
Q1 | $1M | Hold |
12,700
| – | – | 0.16% | 96 |
|
|
2018
Q4 | $847K | Buy |
12,700
+12,500
| +6,250% | +$834K | 0.16% | 97 |
|
|
2018
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 361 |
|
|
2018
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 386 |
|
|
2018
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 396 |
|
|
2017
Q4 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 383 |
|