Forza Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Hold |
4,586
| – | – | 0.24% | 102 |
|
|
2025
Q1 | $548K | Hold |
4,586
| – | – | 0.25% | 103 |
|
|
2024
Q4 | $532K | Hold |
4,586
| – | – | 0.24% | 102 |
|
|
2024
Q3 | $619K | Sell |
4,586
-100
| -2% | -$13.5K | 0.28% | 94 |
|
|
2024
Q2 | $636K | Hold |
4,686
| – | – | 0.33% | 80 |
|
|
2024
Q1 | $606K | Hold |
4,686
| – | – | 0.32% | 86 |
|
|
2023
Q4 | $536K | Sell |
4,686
-180
| -4% | -$20.6K | 0.3% | 97 |
|
|
2023
Q3 | $443K | Hold |
4,866
| – | – | 0.23% | 122 |
|
|
2023
Q2 | $548K | Hold |
4,866
| – | – | 0.28% | 104 |
|
|
2023
Q1 | $509K | Sell |
4,866
-265
| -5% | -$27.7K | 0.26% | 113 |
|
|
2022
Q4 | $567K | Buy |
+5,131
| New | +$567K | 0.38% | 71 |
|