Independent Advisor Alliance’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Sell |
5,020
-223
| -4% | -$28.8K | 0.02% | 512 |
|
|
2025
Q1 | $626K | Buy |
5,243
+44
| +0.8% | +$5.26K | 0.02% | 472 |
|
|
2024
Q4 | $603K | Buy |
5,199
+571
| +12% | +$66.2K | 0.01% | 892 |
|
|
2024
Q3 | $625K | Sell |
4,628
-15
| -0.3% | -$2.03K | 0.02% | 412 |
|
|
2024
Q2 | $630K | Buy |
4,643
+120
| +3% | +$16.3K | 0.02% | 409 |
|
|
2024
Q1 | $585K | Hold |
4,523
| – | – | 0.02% | 418 |
|
|
2023
Q4 | $517K | Sell |
4,523
-82
| -2% | -$9.38K | 0.02% | 435 |
|
|
2023
Q3 | $419K | Sell |
4,605
-164
| -3% | -$14.9K | 0.02% | 452 |
|
|
2023
Q2 | $537K | Buy |
4,769
+906
| +23% | +$102K | 0.02% | 411 |
|
|
2023
Q1 | $404K | Buy |
+3,863
| New | +$404K | 0.02% | 463 |
|
|
2022
Q4 | – | Sell |
-3,413
| Closed | -$298K | – | 638 |
|
|
2022
Q3 | $298K | Hold |
3,413
| – | – | 0.02% | 480 |
|
|
2022
Q2 | $267K | Hold |
3,413
| – | – | 0.01% | 507 |
|
|
2022
Q1 | $291K | Buy |
+3,413
| New | +$291K | 0.01% | 511 |
|