Financial Architects (New Jersey)’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-61
| Closed | -$4K | – | 1462 |
|
|
2017
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 1237 |
|
|
2017
Q2 | $3K | Sell |
61
-200
| -77% | -$9.84K | ﹤0.01% | 1279 |
|
|
2017
Q1 | $13K | Hold |
261
| – | – | ﹤0.01% | 971 |
|
|
2016
Q4 | $13K | Sell |
261
-46
| -15% | -$2.29K | ﹤0.01% | 941 |
|
|
2016
Q3 | $16K | Hold |
307
| – | – | ﹤0.01% | 888 |
|
|
2016
Q2 | $14K | Buy |
307
+61
| +25% | +$2.78K | ﹤0.01% | 879 |
|
|
2016
Q1 | $10K | Buy |
+246
| New | +$10K | ﹤0.01% | 745 |
|
|
2015
Q3 | – | Sell |
-200
| Closed | -$7K | – | 919 |
|
|
2015
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 859 |
|
|
2015
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 798 |
|
|
2014
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 718 |
|
|
2014
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 688 |
|
|
2014
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 687 |
|
|
2013
Q4 | – | Sell |
-400
| Closed | -$12K | – | 581 |
|
|
2013
Q3 | $12K | Hold |
400
| – | – | 0.01% | 465 |
|
|
2013
Q2 | $10K | Buy |
+400
| New | +$10K | 0.01% | 465 |
|