EWA
Exencial Wealth Advisors’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
84,586
-3,472
| -4% | -$449K | 0.39% | 84 |
|
|
2025
Q1 | $10.5M | Buy |
88,058
+2,753
| +3% | +$329K | 0.39% | 81 |
|
|
2024
Q4 | $9.9M | Buy |
+85,305
| New | +$9.9M | 0.36% | 82 |
|
|
2023
Q1 | – | Sell |
-2,138
| Closed | -$236K | – | 431 |
|
|
2022
Q4 | $236K | Sell |
2,138
-239
| -10% | -$26.4K | 0.01% | 386 |
|
|
2022
Q3 | $208K | Sell |
2,377
-271
| -10% | -$23.7K | 0.01% | 395 |
|
|
2022
Q2 | $207K | Sell |
2,648
-58,907
| -96% | -$4.6M | 0.01% | 404 |
|
|
2022
Q1 | $5.25M | Buy |
61,555
+1,606
| +3% | +$137K | 0.26% | 118 |
|
|
2021
Q4 | $7.19M | Sell |
59,949
-48,818
| -45% | -$5.85M | 0.35% | 102 |
|
|
2021
Q3 | $13.5M | Buy |
108,767
+29,320
| +37% | +$3.63M | 0.58% | 35 |
|
|
2021
Q2 | $9.53M | Buy |
79,447
+1,630
| +2% | +$196K | 0.52% | 55 |
|
|
2021
Q1 | $8.19M | Buy |
77,817
+6,337
| +9% | +$667K | 0.48% | 65 |
|
|
2020
Q4 | $7.28M | Sell |
71,480
-1,253
| -2% | -$128K | 0.5% | 66 |
|
|
2020
Q3 | $6.12M | Buy |
72,733
+6,088
| +9% | +$512K | 0.32% | 91 |
|
|
2020
Q2 | $4.33M | Buy |
66,645
+7,879
| +13% | +$512K | 0.38% | 91 |
|
|
2020
Q1 | $3.83M | Buy |
58,766
+3,267
| +6% | +$213K | 0.68% | 50 |
|
|
2019
Q4 | $4.37M | Buy |
55,499
+4,456
| +9% | +$351K | 0.76% | 47 |
|
|
2019
Q3 | $4.06M | Buy |
51,043
+5,334
| +12% | +$425K | 0.87% | 37 |
|
|
2019
Q2 | $3.82M | Sell |
45,709
-1,775
| -4% | -$148K | 0.89% | 39 |
|
|
2019
Q1 | $3.75M | Buy |
47,484
+1,800
| +4% | +$142K | 0.89% | 40 |
|
|
2018
Q4 | $3.05M | Buy |
45,684
+7,829
| +21% | +$522K | 0.82% | 45 |
|
|
2018
Q3 | $3.02M | Buy |
+37,855
| New | +$3.02M | 0.7% | 51 |
|