JWM
Janiczek Wealth Management’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.73K | Sell |
57
-23
| -29% | -$3.12K | ﹤0.01% | 688 |
|
|
2024
Q1 | $10.3K | Hold |
80
| – | – | ﹤0.01% | 674 |
|
|
2023
Q4 | $9.15K | Sell |
80
-19
| -19% | -$2.17K | ﹤0.01% | 673 |
|
|
2023
Q3 | $9.01K | Hold |
99
| – | – | ﹤0.01% | 653 |
|
|
2023
Q2 | $11.2K | Hold |
99
| – | – | ﹤0.01% | 551 |
|
|
2023
Q1 | $10.3K | Buy |
99
+36
| +57% | +$3.76K | ﹤0.01% | 559 |
|
|
2022
Q4 | $7.32K | Buy |
+63
| New | +$7.32K | ﹤0.01% | 611 |
|
|
2022
Q2 | – | Sell |
-15
| Closed | -$1K | – | 1088 |
|
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 918 |
|
|
2021
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 861 |
|
|
2021
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 838 |
|
|
2021
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 796 |
|
|
2021
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 758 |
|