GA
Geller Advisors’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,623
| Closed | -$219K | – | 275 |
|
|
2024
Q3 | $219K | Buy |
1,623
+12
| +0.7% | +$1.62K | 0.02% | 246 |
|
|
2024
Q2 | $219K | Sell |
1,611
-1
| -0.1% | -$136 | 0.02% | 248 |
|
|
2024
Q1 | $208K | Sell |
1,612
-480
| -23% | -$62K | 0.02% | 267 |
|
|
2023
Q4 | $239K | Sell |
2,092
-137
| -6% | -$15.7K | 0.02% | 237 |
|
|
2023
Q3 | $203K | Sell |
2,229
-199
| -8% | -$18.1K | 0.02% | 244 |
|
|
2023
Q2 | $273K | Buy |
2,428
+413
| +20% | +$46.5K | 0.03% | 199 |
|
|
2023
Q1 | $211K | Buy |
2,015
+108
| +6% | +$11.3K | 0.03% | 167 |
|
|
2022
Q4 | $211K | Buy |
+1,907
| New | +$211K | 0.04% | 145 |
|
|
2021
Q4 | – | Sell |
-1,645
| Closed | -$203K | – | 178 |
|
|
2021
Q3 | $203K | Sell |
1,645
-73
| -4% | -$9.01K | 0.04% | 155 |
|
|
2021
Q2 | $206K | Buy |
+1,718
| New | +$206K | 0.04% | 135 |
|
|
2020
Q2 | – | Sell |
-3,162
| Closed | -$206K | – | 104 |
|
|
2020
Q1 | $206K | Sell |
3,162
-1,831
| -37% | -$119K | 0.06% | 65 |
|
|
2019
Q4 | $393K | Buy |
4,993
+98
| +2% | +$7.71K | 0.12% | 26 |
|
|
2019
Q3 | $390K | Buy |
+4,895
| New | +$390K | 0.14% | 30 |
|