HeadInvest LLC’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
5,782
-1,518
| -21% | -$196K | 0.16% | 117 |
|
|
2025
Q1 | $872K | Sell |
7,300
-67
| -0.9% | -$8K | 0.17% | 109 |
|
|
2024
Q4 | $855K | Buy |
7,367
+132
| +2% | +$15.3K | 0.16% | 107 |
|
|
2024
Q3 | $977K | Hold |
7,235
| – | – | 0.18% | 97 |
|
|
2024
Q2 | $981K | Sell |
7,235
-50
| -0.7% | -$6.78K | 0.19% | 89 |
|
|
2024
Q1 | $942K | Hold |
7,285
| – | – | 0.18% | 94 |
|
|
2023
Q4 | $833K | Sell |
7,285
-30
| -0.4% | -$3.43K | 0.17% | 96 |
|
|
2023
Q3 | $672K | Sell |
7,315
-100
| -1% | -$9.18K | 0.15% | 104 |
|
|
2023
Q2 | $759K | Sell |
7,415
-286
| -4% | -$29.3K | 0.16% | 98 |
|
|
2023
Q1 | $806K | Hold |
7,701
| – | – | 0.18% | 98 |
|
|
2022
Q4 | $852K | Sell |
7,701
-425
| -5% | -$47K | 0.19% | 91 |
|
|
2022
Q3 | $710K | Buy |
8,126
+70
| +0.9% | +$6.12K | 0.17% | 96 |
|
|
2022
Q2 | $630K | Buy |
8,056
+300
| +4% | +$23.5K | 0.14% | 113 |
|
|
2022
Q1 | $661K | Sell |
7,756
-406
| -5% | -$34.6K | 0.13% | 120 |
|
|
2021
Q4 | $979K | Sell |
8,162
-20
| -0.2% | -$2.4K | 0.17% | 92 |
|
|
2021
Q3 | $1.01M | Sell |
8,182
-121
| -1% | -$15K | 0.19% | 90 |
|
|
2021
Q2 | $996K | Buy |
8,303
+153
| +2% | +$18.4K | 0.19% | 90 |
|
|
2021
Q1 | $857K | Buy |
8,150
+952
| +13% | +$100K | 0.17% | 93 |
|
|
2020
Q4 | $733K | Buy |
7,198
+4,458
| +163% | +$454K | 0.16% | 99 |
|
|
2020
Q3 | $230K | Buy |
+2,740
| New | +$230K | 0.07% | 168 |
|
|
2020
Q1 | – | Sell |
-3,428
| Closed | -$270K | – | 189 |
|
|
2019
Q4 | $270K | Buy |
3,428
+300
| +10% | +$23.6K | 0.08% | 166 |
|
|
2019
Q3 | $249K | Buy |
3,128
+533
| +21% | +$42.4K | 0.08% | 166 |
|
|
2019
Q2 | $217K | Hold |
2,595
| – | – | 0.06% | 173 |
|
|
2019
Q1 | $205K | Buy |
+2,595
| New | +$205K | 0.06% | 181 |
|
|
2018
Q4 | – | Sell |
-2,795
| Closed | -$223K | – | 188 |
|
|
2018
Q3 | $223K | Buy |
+2,795
| New | +$223K | 0.06% | 163 |
|
|
2018
Q2 | – | Sell |
-2,795
| Closed | -$215K | – | 166 |
|
|
2018
Q1 | $215K | Buy |
+2,795
| New | +$215K | 0.07% | 144 |
|