Invictus RG’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,906
| Closed | -$403K | – | 375 |
|
|
2017
Q4 | $403K | Buy |
5,906
+4,243
| +255% | +$290K | 0.43% | 59 |
|
|
2017
Q3 | $104K | Buy |
+1,663
| New | +$104K | 0.09% | 288 |
|
|
2017
Q1 | – | Sell |
-2,534
| Closed | -$125K | – | 855 |
|
|
2016
Q4 | $125K | Buy |
+2,534
| New | +$125K | 0.08% | 381 |
|
|
2016
Q2 | – | Sell |
-3,470
| Closed | -$142K | – | 740 |
|
|
2016
Q1 | $142K | Buy |
+3,470
| New | +$142K | 0.17% | 230 |
|