JNBA Financial Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-150
| Closed | -$17.2K | – | 733 |
|
|
2023
Q4 | $17.2K | Hold |
150
| – | – | ﹤0.01% | 409 |
|
|
2023
Q3 | $13.7K | Buy |
+150
| New | +$13.7K | ﹤0.01% | 428 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 706 |
|
|
2022
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 673 |
|
|
2016
Q4 | – | Sell |
-205
| Closed | -$11K | – | 1377 |
|
|
2016
Q3 | $11K | Buy |
+205
| New | +$11K | ﹤0.01% | 999 |
|
|
2015
Q4 | – | Sell |
-33
| Closed | -$1K | – | 548 |
|
|
2015
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 510 |
|
|
2015
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 510 |
|
|
2015
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 513 |
|
|
2014
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 526 |
|
|
2014
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 565 |
|
|
2014
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 488 |
|
|
2014
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 459 |
|
|
2013
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 420 |
|
|
2013
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 408 |
|
|
2013
Q2 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 363 |
|