Heritage 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
Q1 | – | Sell |
-15
| Closed | -$1.74K | – | 652 |
|
|
2024
Q4 | $1.74K | Buy |
15
+2
| +15% | +$232 | ﹤0.01% | 560 |
|
|
2024
Q3 | $1.76K | Buy |
+13
| New | +$1.76K | ﹤0.01% | 550 |
|
|
2023
Q3 | – | Sell |
-400
| Closed | -$45K | – | 574 |
|
|
2023
Q2 | $45K | Hold |
400
| – | – | ﹤0.01% | 333 |
|
|
2023
Q1 | $41.9K | Sell |
400
-156
| -28% | -$16.3K | ﹤0.01% | 338 |
|
|
2022
Q4 | $61.5K | Hold |
556
| – | – | ﹤0.01% | 298 |
|
|
2022
Q3 | $48.6K | Sell |
556
-156
| -22% | -$13.6K | ﹤0.01% | 300 |
|
|
2022
Q2 | $56K | Hold |
712
| – | – | ﹤0.01% | 318 |
|
|
2022
Q1 | $61K | Hold |
712
| – | – | ﹤0.01% | 297 |
|
|
2021
Q4 | $85K | Hold |
712
| – | – | ﹤0.01% | 278 |
|
|
2021
Q3 | $88.1K | Hold |
712
| – | – | 0.01% | 263 |
|
|
2021
Q2 | $85.4K | Hold |
712
| – | – | 0.01% | 268 |
|
|
2021
Q1 | $74.9K | Hold |
712
| – | – | ﹤0.01% | 292 |
|
|
2020
Q4 | $72K | Hold |
712
| – | – | ﹤0.01% | 291 |
|
|
2020
Q3 | $59.9K | Hold |
712
| – | – | 0.01% | 251 |
|
|
2020
Q2 | $46.3K | Sell |
712
-240
| -25% | -$15.6K | 0.01% | 259 |
|
|
2020
Q1 | $62K | Sell |
952
-1
| -0.1% | -$65 | 0.01% | 237 |
|
|
2019
Q4 | $75.1K | Buy |
953
+313
| +49% | +$24.7K | 0.01% | 264 |
|
|
2019
Q3 | $50K | Hold |
640
| – | – | 0.01% | 278 |
|
|
2019
Q2 | $53.5K | Hold |
640
| – | – | 0.01% | 249 |
|
|
2019
Q1 | $50.6K | Hold |
640
| – | – | 0.01% | 227 |
|
|
2018
Q4 | $42K | Hold |
640
| – | – | 0.01% | 204 |
|
|
2018
Q3 | $51K | Buy |
+640
| New | +$51K | 0.01% | 198 |
|