Heartwood Wealth Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
2,697
-786
| -23% | -$102K | 0.04% | 135 |
|
|
2025
Q1 | $416K | Hold |
3,483
| – | – | 0.05% | 110 |
|
|
2024
Q4 | $404K | Hold |
3,483
| – | – | 0.05% | 104 |
|
|
2024
Q3 | $470K | Hold |
3,483
| – | – | 0.05% | 99 |
|
|
2024
Q2 | $472K | Hold |
3,483
| – | – | 0.06% | 101 |
|
|
2024
Q1 | $450K | Hold |
3,483
| – | – | 0.06% | 92 |
|
|
2023
Q4 | $398K | Hold |
3,483
| – | – | 0.05% | 95 |
|
|
2023
Q3 | $317K | Hold |
3,483
| – | – | 0.05% | 100 |
|
|
2023
Q2 | $392K | Buy |
+3,483
| New | +$392K | 0.06% | 96 |
|