Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $1.74K | Buy |
|
|||||
|
2024
Q3 | $1.75K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $45K | Hold |
|
|||||
|
2023
Q1 | $41.9K | Sell |
|
|||||
|
2022
Q4 | $61.5K | Hold |
|
|||||
|
2022
Q3 | $48.6K | Sell |
|
|||||
|
2022
Q2 | $56K | Hold |
|
|||||
|
2022
Q1 | $61K | Hold |
|
|||||
|
2021
Q4 | $85K | Hold |
|
|||||
|
2021
Q3 | $88.1K | Hold |
|
|||||
|
2021
Q2 | $85.4K | Hold |
|
|||||
|
2021
Q1 | $74.9K | Hold |
|
|||||
|
2020
Q4 | $72K | Hold |
|
|||||
|
2020
Q3 | $59.9K | Hold |
|
|||||
|
2020
Q2 | $46.3K | Sell |
|
|||||
|
2020
Q1 | $62K | Sell |
|
|||||
|
2019
Q4 | $75.1K | Buy |
|
|||||
|
2019
Q3 | $50K | Hold |
|
|||||
|
2019
Q2 | $53.5K | Hold |
|
|||||
|
2019
Q1 | $50.6K | Hold |
|
|||||
|
2018
Q4 | $42K | Hold |
|
|||||
|
2018
Q3 | $51K | Buy |
|