Harfst & Associates’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,165
| Closed | -$627K | – | 148 |
|
|
2020
Q4 | $627K | Buy |
6,165
+2,388
| +63% | +$243K | 0.23% | 76 |
|
|
2020
Q3 | $317K | Buy |
3,777
+151
| +4% | +$12.7K | 0.13% | 97 |
|
|
2020
Q2 | $235K | Buy |
3,626
+511
| +16% | +$33.1K | 0.1% | 100 |
|
|
2020
Q1 | $202K | Buy |
3,115
+51
| +2% | +$3.31K | 0.1% | 97 |
|
|
2019
Q4 | $241K | Sell |
3,064
-33
| -1% | -$2.6K | 0.09% | 90 |
|
|
2019
Q3 | $246K | Buy |
3,097
+153
| +5% | +$12.2K | 0.1% | 89 |
|
|
2019
Q2 | $246K | Hold |
2,944
| – | – | 0.1% | 86 |
|
|
2019
Q1 | $232K | Buy |
+2,944
| New | +$232K | 0.1% | 89 |
|
|
2018
Q4 | – | Sell |
-2,757
| Closed | -$220K | – | 97 |
|
|
2018
Q3 | $220K | Buy |
+2,757
| New | +$220K | 0.09% | 83 |
|
|
2017
Q3 | – | Sell |
-2,433
| Closed | -$134K | – | 220 |
|
|
2017
Q2 | $134K | Buy |
2,433
+503
| +26% | +$27.7K | 0.05% | 110 |
|
|
2017
Q1 | $96K | Buy |
+1,930
| New | +$96K | 0.04% | 123 |
|