Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,544
Closed -$305K 408
2021
Q4
$305K Sell
2,544
-29
-1% -$3.6K 0.04% 321
2021
Q3
$319K Sell
2,573
-95
-4% -$12.2K 0.04% 299
2021
Q2
$320K Sell
2,668
-455
-15% -$52K 0.04% 291
2021
Q1
$329K Sell
3,123
-245
-7% -$24.8K 0.05% 287
2020
Q4
$343K Sell
3,368
-124
-4% -$11.7K 0.05% 267
2020
Q3
$293K Sell
3,492
-2,281
-40% -$178K 0.05% 261
2020
Q2
$375K Sell
5,773
-1,906
-25% -$126K 0.07% 224
2020
Q1
$500K Buy
7,679
+2,265
+42% +$178K 0.14% 161
2019
Q4
$427K Buy
5,414
+482
+10% +$37.5K 0.1% 216
2019
Q3
$392K Sell
4,932
-405
-8% -$31.8K 0.1% 219
2019
Q2
$447K Sell
5,337
-495
-8% -$39.4K 0.11% 215
2019
Q1
$461K Buy
5,832
+712
+14% +$52K 0.12% 213
2018
Q4
$341K Buy
5,120
+877
+21% +$60.7K 0.1% 237
2018
Q3
$339K Buy
4,243
+1,023
+32% +$76.4K 0.09% 274
2018
Q2
$217K Buy
+3,220
New +$234K 0.06% 346

Other funds holding XYL