JFS Wealth Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Hold |
96
| – | – | ﹤0.01% | 799 |
|
|
2025
Q1 | $11.5K | Hold |
96
| – | – | ﹤0.01% | 836 |
|
|
2024
Q4 | $11.1K | Sell |
96
-10
| -9% | -$1.16K | ﹤0.01% | 820 |
|
|
2024
Q3 | $14.3K | Buy |
106
+3
| +3% | +$405 | ﹤0.01% | 733 |
|
|
2024
Q2 | $14K | Sell |
103
-2
| -2% | -$271 | ﹤0.01% | 693 |
|
|
2024
Q1 | $13.6K | Hold |
105
| – | – | ﹤0.01% | 722 |
|
|
2023
Q4 | $12K | Buy |
105
+11
| +12% | +$1.26K | ﹤0.01% | 719 |
|
|
2023
Q3 | $8.56K | Hold |
94
| – | – | ﹤0.01% | 785 |
|
|
2023
Q2 | $10.6K | Buy |
94
+34
| +57% | +$3.83K | ﹤0.01% | 713 |
|
|
2023
Q1 | $6.28K | Sell |
60
-4
| -6% | -$419 | ﹤0.01% | 899 |
|
|
2022
Q4 | $7.08K | Buy |
64
+2
| +3% | +$221 | ﹤0.01% | 850 |
|
|
2022
Q3 | $5K | Buy |
62
+2
| +3% | +$161 | ﹤0.01% | 1024 |
|
|
2022
Q2 | $5K | Buy |
60
+44
| +275% | +$3.67K | ﹤0.01% | 1025 |
|
|
2022
Q1 | $1K | Buy |
16
+2
| +14% | +$125 | ﹤0.01% | 1763 |
|
|
2021
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1203 |
|