Kingsview Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+1,632
| New | +$211K | ﹤0.01% | 1085 |
|
|
2025
Q1 | – | Sell |
-1,940
| Closed | -$225K | – | 1197 |
|
|
2024
Q4 | $225K | Sell |
1,940
-477
| -20% | -$55.3K | ﹤0.01% | 1008 |
|
|
2024
Q3 | $326K | Sell |
2,417
-240
| -9% | -$32.4K | 0.01% | 857 |
|
|
2024
Q2 | $360K | Buy |
2,657
+84
| +3% | +$11.4K | 0.01% | 782 |
|
|
2024
Q1 | $333K | Buy |
2,573
+52
| +2% | +$6.72K | 0.01% | 783 |
|
|
2023
Q4 | $288K | Sell |
2,521
-346
| -12% | -$39.6K | 0.01% | 780 |
|
|
2023
Q3 | $261K | Sell |
2,867
-311
| -10% | -$28.3K | 0.01% | 802 |
|
|
2023
Q2 | $358K | Buy |
3,178
+747
| +31% | +$84.1K | 0.01% | 688 |
|
|
2023
Q1 | $255K | Sell |
2,431
-701
| -22% | -$73.4K | 0.01% | 769 |
|
|
2022
Q4 | $346K | Buy |
3,132
+1
| +0% | +$111 | 0.02% | 614 |
|
|
2022
Q3 | $273K | Sell |
3,131
-123
| -4% | -$10.7K | 0.01% | 665 |
|
|
2022
Q2 | $254K | Sell |
3,254
-207
| -6% | -$16.2K | 0.01% | 704 |
|
|
2022
Q1 | $295K | Sell |
3,461
-902
| -21% | -$76.9K | 0.01% | 701 |
|
|
2021
Q4 | $523K | Buy |
4,363
+498
| +13% | +$59.7K | 0.02% | 553 |
|
|
2021
Q3 | $478K | Sell |
3,865
-13,790
| -78% | -$1.71M | 0.02% | 560 |
|
|
2021
Q2 | $2.12M | Buy |
17,655
+2,076
| +13% | +$249K | 0.1% | 212 |
|
|
2021
Q1 | $1.63M | Buy |
15,579
+551
| +4% | +$57.7K | 0.09% | 228 |
|
|
2020
Q4 | $1.53M | Buy |
15,028
+3,850
| +34% | +$392K | 0.11% | 193 |
|
|
2020
Q3 | $940K | Buy |
11,178
+1,254
| +13% | +$105K | 0.08% | 237 |
|
|
2020
Q2 | $645K | Buy |
9,924
+3,332
| +51% | +$217K | 0.06% | 280 |
|
|
2020
Q1 | $429K | Buy |
6,592
+2,123
| +48% | +$138K | 0.06% | 291 |
|
|
2019
Q4 | $352K | Buy |
4,469
+1,601
| +56% | +$126K | 0.04% | 340 |
|
|
2019
Q3 | $228K | Buy |
+2,868
| New | +$228K | 0.04% | 387 |
|