Heartwood Wealth Advisors’s Xylem XYL Stock Holding History

Heartwood Wealth Advisors’s Portfolio XYL Stock Details XYL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$398K	Hold
2025 Q2	$349K	Sell
2025 Q1	$416K	Hold
2024 Q4	$404K	Hold
2024 Q3	$470K	Hold
2024 Q2	$472K	Hold
2024 Q1	$450K	Hold
2023 Q4	$398K	Hold
2023 Q3	$317K	Hold
2023 Q2	$392K	Buy