Lake Street Advisors Group’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$319K Sell
2,746
-68
-2% -$7.89K 0.01% 431
2024
Q3
$380K Buy
2,814
+16
+0.6% +$2.16K 0.02% 392
2024
Q2
$380K Buy
2,798
+16
+0.6% +$2.17K 0.02% 383
2024
Q1
$360K Sell
2,782
-376
-12% -$48.6K 0.02% 409
2023
Q4
$361K Buy
+3,158
New +$361K 0.02% 388