Intellectus Partners’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-300
| Closed | -$24K | – | 410 |
|
2019
Q1 | $24K | Hold |
300
| – | – | 0.01% | 304 |
|
2018
Q4 | $20K | Sell |
300
-200
| -40% | -$13.3K | 0.01% | 178 |
|
2018
Q3 | $40K | Hold |
500
| – | – | 0.01% | 357 |
|
2018
Q2 | $34K | Hold |
500
| – | – | 0.01% | 372 |
|
2018
Q1 | $38K | Hold |
500
| – | – | 0.01% | 368 |
|
2017
Q4 | $34K | Hold |
500
| – | – | 0.01% | 377 |
|
2017
Q3 | $31K | Hold |
500
| – | – | 0.01% | 466 |
|
2017
Q2 | $28K | Hold |
500
| – | – | 0.01% | 457 |
|
2017
Q1 | $25K | Hold |
500
| – | – | 0.01% | 429 |
|
2016
Q4 | $25K | Buy |
+500
| New | +$25K | 0.01% | 424 |
|