Jones Financial Companies’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $562K | Buy |
4,380
+345
| +9% | +$44.2K | ﹤0.01% | 1233 |
|
2025
Q1 | $482K | Buy |
4,035
+412
| +11% | +$49.2K | ﹤0.01% | 1141 |
|
2024
Q4 | $420K | Buy |
3,623
+320
| +10% | +$37.1K | ﹤0.01% | 1059 |
|
2024
Q3 | $444K | Buy |
3,303
+3,289
| +23,493% | +$442K | ﹤0.01% | 866 |
|
2024
Q2 | $1.9K | Sell |
14
-965
| -99% | -$131K | ﹤0.01% | 2166 |
|
2024
Q1 | $127K | Buy |
+979
| New | +$127K | ﹤0.01% | 545 |
|
2023
Q1 | – | Sell |
-86
| Closed | -$10K | – | 794 |
|
2022
Q4 | $10K | Buy |
+86
| New | +$10K | ﹤0.01% | 482 |
|
2022
Q3 | – | Sell |
-86
| Closed | -$7K | – | 750 |
|
2022
Q2 | $7K | Buy |
+86
| New | +$7K | ﹤0.01% | 521 |
|
2013
Q4 | – | Sell |
-42
| Closed | -$1K | – | 555 |
|
2013
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 703 |
|
2013
Q2 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 766 |
|