Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$11.9K Hold
100
﹤0.01% 642
2025
Q4
$13.6K Hold
100
﹤0.01% 641
2025
Q3
$14.8K Hold
100
﹤0.01% 625
2025
Q2
$12.9K Hold
100
﹤0.01% 615
2025
Q1
$11.9K Sell
100
-107
-52% -$13.3K ﹤0.01% 613
2024
Q4
$24.1K Hold
207
﹤0.01% 531
2024
Q3
$28K Hold
207
﹤0.01% 522
2024
Q2
$28K Buy
207
+1
+0.5% +$136 0.01% 502
2024
Q1
$26.7K Sell
206
-50
-20% -$6.04K 0.01% 508
2023
Q4
$29.3K Hold
256
0.01% 470
2023
Q3
$23.3K Hold
256
0.01% 503
2023
Q2
$28.8K Buy
256
+1
+0.4% +$106 0.01% 466
2023
Q1
$26.7K Hold
255
0.01% 467
2022
Q4
$28.2K Buy
255
+1
+0.4% +$105 0.01% 440
2022
Q3
$22.2K Buy
254
+100
+65% +$9.09K 0.01% 471
2022
Q2
$12K Hold
154
﹤0.01% 586
2022
Q1
$13.1K Buy
154
+51
+50% +$4.89K ﹤0.01% 578
2021
Q4
$12.4K Hold
103
﹤0.01% 586
2021
Q3
$12.8K Hold
103
﹤0.01% 650
2021
Q2
$12.3K Hold
103
﹤0.01% 649
2021
Q1
$10.8K Buy
103
+1
+1% +$101 ﹤0.01% 655
2020
Q4
$10.4K Hold
102
﹤0.01% 630
2020
Q3
$8.59K Hold
102
﹤0.01% 622
2020
Q2
$6.61K Sell
102
-224
-69% -$14.8K ﹤0.01% 627
2020
Q1
$21.3K Sell
326
-225
-41% -$17.7K 0.01% 394
2019
Q4
$43.4K Buy
551
+450
+446% +$35K 0.02% 333
2019
Q3
$8.01K Buy
101
+1
+1% +$79 0.01% 546
2019
Q2
$8.39K Buy
+100
New +$7.97K 0.01% 530
2018
Q2
Sell
-40
Closed -$3.08K 710
2018
Q1
$3.08K Hold
40
﹤0.01% 570
2017
Q4
$2.73K Hold
40
﹤0.01% 555
2017
Q3
$2.5K Hold
40
﹤0.01% 571
2017
Q2
$2.22K Sell
40
-250
-86% -$13K ﹤0.01% 534
2017
Q1
$14.5K Buy
290
+40
+16% +$1.95K 0.01% 326
2016
Q4
$12.4K Buy
+250
New +$12.7K 0.01% 328

Other funds holding XYL