Integrated Wealth Concepts’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
2,872
-227
| -7% | -$29.4K | ﹤0.01% | 1440 |
|
|
2025
Q1 | $370K | Sell |
3,099
-65
| -2% | -$7.77K | ﹤0.01% | 1291 |
|
|
2024
Q4 | $367K | Sell |
3,164
-113
| -3% | -$13.1K | ﹤0.01% | 1264 |
|
|
2024
Q3 | $442K | Buy |
3,277
+557
| +20% | +$75.2K | 0.01% | 1138 |
|
|
2024
Q2 | $369K | Buy |
2,720
+1,085
| +66% | +$147K | 0.01% | 1196 |
|
|
2024
Q1 | $211K | Buy |
+1,635
| New | +$211K | ﹤0.01% | 1498 |
|