EverSource Wealth Advisors’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
1,192
+635
| +114% | +$82.2K | 0.01% | 981 |
|
|
2025
Q1 | $66.5K | Buy |
557
+285
| +105% | +$34K | ﹤0.01% | 1092 |
|
|
2024
Q4 | $31.6K | Buy |
272
+28
| +11% | +$3.25K | ﹤0.01% | 1392 |
|
|
2024
Q3 | $32.9K | Buy |
244
+30
| +14% | +$4.05K | ﹤0.01% | 1248 |
|
|
2024
Q2 | $28.6K | Buy |
214
+25
| +13% | +$3.34K | ﹤0.01% | 1344 |
|
|
2024
Q1 | $24.7K | Buy |
189
+77
| +69% | +$10.1K | ﹤0.01% | 1265 |
|
|
2023
Q4 | $12.8K | Buy |
112
+16
| +17% | +$1.83K | ﹤0.01% | 1449 |
|
|
2023
Q3 | $8.74K | Sell |
96
-17
| -15% | -$1.55K | ﹤0.01% | 1474 |
|
|
2023
Q2 | $12.7K | Buy |
113
+22
| +24% | +$2.48K | ﹤0.01% | 1340 |
|
|
2023
Q1 | $9.53K | Sell |
91
-550
| -86% | -$57.6K | ﹤0.01% | 1385 |
|
|
2022
Q4 | $70.9K | Hold |
641
| – | – | 0.01% | 626 |
|
|
2022
Q3 | $56K | Sell |
641
-136
| -18% | -$11.9K | 0.01% | 609 |
|
|
2022
Q2 | $61K | Buy |
777
+227
| +41% | +$17.8K | 0.02% | 557 |
|
|
2022
Q1 | $47K | Hold |
550
| – | – | 0.01% | 483 |
|
|
2021
Q4 | $66K | Buy |
+550
| New | +$66K | 0.02% | 373 |
|