Integrated Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-710
| Closed | -$37K | – | 1033 |
|
|
2016
Q3 | $37K | Hold |
710
| – | – | 0.01% | 473 |
|
|
2016
Q2 | $32K | Hold |
710
| – | – | 0.01% | 496 |
|
|
2016
Q1 | $29K | Hold |
710
| – | – | 0.01% | 480 |
|
|
2015
Q4 | $26K | Hold |
710
| – | – | 0.01% | 529 |
|
|
2015
Q3 | $23K | Hold |
710
| – | – | 0.01% | 542 |
|
|
2015
Q2 | $26K | Hold |
710
| – | – | 0.01% | 540 |
|
|
2015
Q1 | $24K | Buy |
+710
| New | +$24K | 0.01% | 526 |
|