GWM
Gitterman Wealth Management’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Buy |
5,933
+105
| +2% | +$13.6K | 0.18% | 24 |
|
|
2025
Q1 | $696K | Buy |
5,828
+491
| +9% | +$58.7K | 0.18% | 30 |
|
|
2024
Q4 | $619K | Buy |
5,337
+9
| +0.2% | +$1.04K | 0.26% | 28 |
|
|
2024
Q3 | $720K | Buy |
5,328
+443
| +9% | +$59.8K | 0.3% | 21 |
|
|
2024
Q2 | $663K | Sell |
4,885
-414
| -8% | -$56.2K | 0.26% | 18 |
|
|
2024
Q1 | $685K | Buy |
5,299
+747
| +16% | +$96.5K | 0.27% | 19 |
|
|
2023
Q4 | $521K | Buy |
4,552
+491
| +12% | +$56.1K | 0.23% | 22 |
|
|
2023
Q3 | $370K | Buy |
4,061
+1,960
| +93% | +$178K | 0.18% | 28 |
|
|
2023
Q2 | $237K | Buy |
+2,101
| New | +$237K | 0.11% | 63 |
|