Glassman Wealth Services’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-620
| Closed | -$70.9K | – | 1875 |
|
|
2023
Q4 | $70.9K | Buy |
620
+64
| +12% | +$7.32K | 0.01% | 371 |
|
|
2023
Q3 | $50.6K | Buy |
556
+8
| +1% | +$728 | 0.01% | 415 |
|
|
2023
Q2 | $61.7K | Buy |
548
+3
| +0.6% | +$338 | 0.01% | 354 |
|
|
2023
Q1 | $57.1K | Hold |
545
| – | – | 0.01% | 382 |
|
|
2022
Q4 | $60.3K | Sell |
545
-43
| -7% | -$4.76K | 0.01% | 379 |
|
|
2022
Q3 | $51K | Sell |
588
-200
| -25% | -$17.3K | 0.01% | 382 |
|
|
2022
Q2 | $62K | Buy |
788
+90
| +13% | +$7.08K | 0.01% | 347 |
|
|
2022
Q1 | $60K | Buy |
698
+181
| +35% | +$15.6K | 0.01% | 366 |
|
|
2021
Q4 | $62K | Buy |
517
+9
| +2% | +$1.08K | 0.01% | 328 |
|
|
2021
Q3 | $63K | Buy |
508
+16
| +3% | +$1.98K | 0.01% | 313 |
|
|
2021
Q2 | $59K | Sell |
492
-119
| -19% | -$14.3K | 0.01% | 313 |
|
|
2021
Q1 | $64K | Sell |
611
-64
| -9% | -$6.7K | 0.01% | 285 |
|
|
2020
Q4 | $69K | Buy |
675
+3
| +0.4% | +$307 | 0.02% | 293 |
|
|
2020
Q3 | $57K | Sell |
672
-202
| -23% | -$17.1K | 0.02% | 276 |
|
|
2020
Q2 | $57K | Sell |
874
-1
| -0.1% | -$65 | 0.02% | 232 |
|
|
2020
Q1 | $57K | Sell |
875
-39
| -4% | -$2.54K | 0.02% | 223 |
|
|
2019
Q4 | $72K | Hold |
914
| – | – | 0.03% | 211 |
|
|
2019
Q3 | $73K | Buy |
914
+845
| +1,225% | +$67.5K | 0.03% | 196 |
|
|
2019
Q2 | $6K | Hold |
69
| – | – | ﹤0.01% | 540 |
|
|
2019
Q1 | $5K | Sell |
69
-2
| -3% | -$145 | ﹤0.01% | 562 |
|
|
2018
Q4 | $5K | Sell |
71
-13
| -15% | -$915 | ﹤0.01% | 438 |
|
|
2018
Q3 | $7K | Sell |
84
-3
| -3% | -$250 | ﹤0.01% | 442 |
|
|
2018
Q2 | $6K | Sell |
87
-3
| -3% | -$207 | ﹤0.01% | 430 |
|
|
2018
Q1 | $7K | Buy |
90
+87
| +2,900% | +$6.77K | ﹤0.01% | 393 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 810 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 634 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 672 |
|
|
2017
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 705 |
|