First Trust Direct Indexing’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,070
| Closed | -$1.22M | – | 956 |
|
|
2024
Q3 | $1.22M | Buy |
9,070
+78
| +0.9% | +$10.5K | 0.07% | 301 |
|
|
2024
Q2 | $1.22M | Buy |
8,992
+1,080
| +14% | +$146K | 0.08% | 272 |
|
|
2024
Q1 | $1.02M | Buy |
7,912
+469
| +6% | +$60.6K | 0.08% | 291 |
|
|
2023
Q4 | $851K | Buy |
7,443
+2,941
| +65% | +$336K | 0.08% | 304 |
|
|
2023
Q3 | $410K | Sell |
4,502
-506
| -10% | -$46.1K | 0.05% | 445 |
|
|
2023
Q2 | $564K | Buy |
5,008
+2,059
| +70% | +$232K | 0.06% | 375 |
|
|
2023
Q1 | $309K | Buy |
2,949
+94
| +3% | +$9.84K | 0.04% | 533 |
|
|
2022
Q4 | $316K | Sell |
2,855
-287
| -9% | -$31.7K | 0.04% | 495 |
|
|
2022
Q3 | $274K | Sell |
3,142
-491
| -14% | -$42.8K | 0.04% | 493 |
|
|
2022
Q2 | $284K | Sell |
3,633
-168
| -4% | -$13.1K | 0.04% | 486 |
|
|
2022
Q1 | $324K | Buy |
3,801
+518
| +16% | +$44.2K | 0.04% | 481 |
|
|
2021
Q4 | $394K | Buy |
3,283
+12
| +0.4% | +$1.44K | 0.05% | 418 |
|
|
2021
Q3 | $405K | Buy |
+3,271
| New | +$405K | 0.06% | 397 |
|