Fusion Family Wealth’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-500
| Closed | -$33K | – | 247 |
|
|
2018
Q4 | $33K | Hold |
500
| – | – | 0.01% | 128 |
|
|
2018
Q3 | $40K | Hold |
500
| – | – | 0.01% | 125 |
|
|
2018
Q2 | $34K | Hold |
500
| – | – | 0.01% | 145 |
|
|
2018
Q1 | $38K | Hold |
500
| – | – | 0.01% | 130 |
|
|
2017
Q4 | $34K | Buy |
+500
| New | +$34K | 0.01% | 152 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$28K | – | 305 |
|
|
2017
Q2 | $28K | Hold |
500
| – | – | 0.01% | 153 |
|
|
2017
Q1 | $25K | Hold |
500
| – | – | 0.01% | 154 |
|
|
2016
Q4 | $24K | Buy |
+500
| New | +$24K | 0.01% | 176 |
|