Heartwood Wealth Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $367K | Hold |
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|
2025
Q3 | $398K | Hold |
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|
2025
Q2 | $349K | Sell |
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|
2025
Q1 | $416K | Hold |
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|
2024
Q4 | $404K | Hold |
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|
2024
Q3 | $470K | Hold |
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|
2024
Q2 | $472K | Hold |
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|
2024
Q1 | $450K | Hold |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $392K | Buy |
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