Journey Strategic Wealth’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Buy |
5,030
+487
| +11% | +$63K | 0.02% | 238 |
|
|
2025
Q1 | $543K | Buy |
4,543
+25
| +0.6% | +$2.99K | 0.02% | 212 |
|
|
2024
Q4 | $524K | Sell |
4,518
-5
| -0.1% | -$580 | 0.02% | 208 |
|
|
2024
Q3 | $611K | Buy |
4,523
+85
| +2% | +$11.5K | 0.02% | 192 |
|
|
2024
Q2 | $602K | Sell |
4,438
-20
| -0.4% | -$2.71K | 0.03% | 144 |
|
|
2024
Q1 | $576K | Hold |
4,458
| – | – | 0.03% | 123 |
|
|
2023
Q4 | $510K | Sell |
4,458
-5
| -0.1% | -$572 | 0.02% | 102 |
|
|
2023
Q3 | $406K | Hold |
4,463
| – | – | 0.02% | 92 |
|
|
2023
Q2 | $503K | Sell |
4,463
-192
| -4% | -$21.6K | 0.02% | 88 |
|
|
2023
Q1 | $487K | Sell |
4,655
-13
| -0.3% | -$1.36K | 0.05% | 106 |
|
|
2022
Q4 | $516K | Buy |
4,668
+102
| +2% | +$11.3K | 0.06% | 97 |
|
|
2022
Q3 | $399K | Buy |
4,566
+410
| +10% | +$35.8K | 0.05% | 81 |
|
|
2022
Q2 | $325K | Sell |
4,156
-53
| -1% | -$4.15K | 0.04% | 76 |
|
|
2022
Q1 | $359K | Buy |
4,209
+55
| +1% | +$4.69K | 0.04% | 84 |
|
|
2021
Q4 | $498K | Buy |
+4,154
| New | +$498K | 0.05% | 71 |
|