Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$892K Buy
8,523
+127
+2% +$13.3K 0.03% 239
2022
Q4
$928K Buy
8,396
+340
+4% +$35.6K 0.04% 170
2022
Q3
$704K Buy
8,056
+330
+4% +$30K 0.02% 267
2022
Q2
$603K Buy
7,726
+1,072
+16% +$88.5K 0.02% 348
2022
Q1
$586K Buy
6,654
+139
+2% +$13.3K 0.01% 441
2021
Q4
$776K Buy
6,515
+309
+5% +$38.4K 0.02% 380
2021
Q3
$793K Buy
6,206
+493
+9% +$63.4K 0.01% 326
2021
Q2
$681K Buy
5,713
+767
+16% +$87.6K 0.01% 347
2021
Q1
$519K Buy
4,946
+665
+16% +$67.4K 0.01% 432
2020
Q4
$431K Buy
4,281
+380
+10% +$35.7K 0.01% 411
2020
Q3
$327K Buy
3,901
+204
+6% +$15.9K 0.01% 439
2020
Q2
$238K Buy
3,697
+204
+6% +$13.5K 0.01% 529
2020
Q1
$231K Buy
3,493
+356
+11% +$28.1K 0.01% 410
2019
Q4
$247K Buy
3,137
+723
+30% +$56.3K 0.01% 483
2019
Q3
$193K Buy
2,414
+21
+0.9% +$1.65K 0.01% 445
2019
Q2
$196K Buy
2,393
+520
+28% +$41.4K 0.01% 410
2019
Q1
$148K Buy
1,873
+132
+8% +$9.63K 0.01% 404
2018
Q4
$116K Buy
1,741
+292
+20% +$20.2K 0.01% 430
2018
Q3
$116K Buy
1,449
+152
+12% +$11.3K ﹤0.01% 420
2018
Q2
$713 Sell
1,297
-104
-7% -$7.55K 0.05% 150
2018
Q1
$105K Buy
1,401
+174
+14% +$12.9K 0.01% 271
2017
Q4
$84K Buy
1,227
+174
+17% +$11.6K 0.01% 274
2017
Q3
$66K Buy
1,053
+87
+9% +$5.2K 0.01% 185
2017
Q2
$54K Buy
+966
New +$50.3K ﹤0.01% 273
2016
Q1
$36K Buy
+709
New +$26.1K 0.03% 219

Other funds holding XYL