Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,436
Closed -$269K 236
2022
Q2
$269K Sell
3,436
-3,942
-53% -$325K 0.18% 219
2022
Q1
$629K Sell
7,378
-754
-9% -$72.2K 0.24% 189
2021
Q4
$975K Buy
8,132
+3,791
+87% +$471K 0.32% 161
2021
Q3
$537K Buy
4,341
+2,421
+126% +$312K 0.18% 230
2021
Q2
$230K Buy
+1,920
New +$219K 0.07% 271
2019
Q4
Sell
-1,049
Closed -$84K 521
2019
Q3
$84K Sell
1,049
-11,621
-92% -$913K 0.02% 354
2019
Q2
$1.06M Sell
12,670
-3,075
-20% -$245K 0.2% 191
2019
Q1
$1.24M Buy
15,745
+2,757
+21% +$201K 0.25% 182
2018
Q4
$867K Buy
12,988
+776
+6% +$53.7K 0.2% 188
2018
Q3
$975K Buy
12,212
+10,464
+599% +$781K 0.22% 94
2018
Q2
$118K Buy
+1,748
New +$127K 0.03% 166

Other funds holding XYL