Laidlaw Wealth Management’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 |
-1,808
| Closed | -$207K | – | 245 |
|
|
2023
Q4 | $207K | Buy |
+1,808
| New | +$207K | 0.08% | 226 |
|
|
2023
Q3 | – | Sell |
-1,808
| Closed | -$204K | – | 380 |
|
|
2023
Q2 | $204K | Buy |
+1,808
| New | +$204K | 0.04% | 326 |
|
|
2023
Q1 | – | Sell |
-1,886
| Closed | -$209K | – | 379 |
|
|
2022
Q4 | $209K | Buy |
+1,886
| New | +$209K | 0.04% | 330 |
|
|
2022
Q1 | – | Sell |
-1,966
| Closed | -$236K | – | 431 |
|
|
2021
Q4 | $236K | Buy |
1,966
+28
| +1% | +$3.36K | 0.04% | 355 |
|
|
2021
Q3 | $240K | Buy |
1,938
+131
| +7% | +$16.2K | 0.06% | 214 |
|
|
2021
Q2 | $217K | Buy |
+1,807
| New | +$217K | 0.06% | 237 |
|