Foundations Investment Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Buy |
5,060
+33
| +0.7% | +$4.27K | 0.01% | 523 |
|
|
2025
Q1 | $601K | Buy |
5,027
+987
| +24% | +$118K | 0.01% | 529 |
|
|
2024
Q4 | $469K | Sell |
4,040
-22
| -0.5% | -$2.55K | 0.01% | 549 |
|
|
2024
Q3 | $548K | Buy |
4,062
+34
| +0.8% | +$4.59K | 0.01% | 503 |
|
|
2024
Q2 | $546K | Buy |
4,028
+2
| +0% | +$271 | 0.01% | 474 |
|
|
2024
Q1 | $520K | Sell |
4,026
-57
| -1% | -$7.37K | 0.01% | 458 |
|
|
2023
Q4 | $471K | Buy |
+4,083
| New | +$471K | 0.01% | 448 |
|