Geneva Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $479K | Sell |
8,648
-24
| -0.3% | -$1.33K | 0.01% | 523 |
|
|
2017
Q1 | $435K | Sell |
8,672
-58
| -0.7% | -$2.91K | 0.01% | 531 |
|
|
2016
Q4 | $432K | Buy |
8,730
+66
| +0.8% | +$3.27K | 0.01% | 510 |
|
|
2016
Q3 | $454K | Hold |
8,664
| – | – | 0.01% | 488 |
|
|
2016
Q2 | $387K | Sell |
8,664
-133
| -2% | -$5.94K | 0.01% | 503 |
|
|
2016
Q1 | $360K | Hold |
8,797
| – | – | 0.01% | 507 |
|
|
2015
Q4 | $321K | Hold |
8,797
| – | – | 0.01% | 491 |
|
|
2015
Q3 | $289K | Sell |
8,797
-400
| -4% | -$13.1K | 0.01% | 491 |
|
|
2015
Q2 | $341K | Buy |
9,197
+283
| +3% | +$10.5K | 0.01% | 499 |
|
|
2015
Q1 | $312K | Sell |
8,914
-125
| -1% | -$4.38K | 0.01% | 506 |
|
|
2014
Q4 | $344K | Hold |
9,039
| – | – | 0.01% | 481 |
|
|
2014
Q3 | $321K | Hold |
9,039
| – | – | 0.01% | 499 |
|
|
2014
Q2 | $353K | Buy |
9,039
+755
| +9% | +$29.5K | 0.01% | 488 |
|
|
2014
Q1 | $302K | Hold |
8,284
| – | – | 0.01% | 478 |
|
|
2013
Q4 | $287K | Buy |
8,284
+6
| +0.1% | +$208 | 0.01% | 410 |
|
|
2013
Q3 | $231K | Buy |
8,278
+94
| +1% | +$2.62K | ﹤0.01% | 437 |
|
|
2013
Q2 | $220K | Buy |
+8,184
| New | +$220K | 0.01% | 380 |
|