Focused Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,200
| Closed | -$158K | – | 721 |
|
|
2016
Q4 | $158K | Buy |
+3,200
| New | +$158K | 0.07% | 177 |
|
|
2014
Q4 | – | Sell |
-20
| Closed | -$1K | – | 697 |
|
|
2014
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 638 |
|
|
2014
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 631 |
|
|
2014
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 595 |
|
|
2013
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 596 |
|
|
2013
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 559 |
|