Lakewood Asset Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,700
| Closed | -$230K | – | 121 |
|
|
2024
Q3 | $230K | Hold |
1,700
| – | – | 0.16% | 107 |
|
|
2024
Q2 | $231K | Hold |
1,700
| – | – | 0.16% | 106 |
|
|
2024
Q1 | $220K | Buy |
+1,700
| New | +$220K | 0.15% | 106 |
|
|
2023
Q3 | – | Sell |
-2,095
| Closed | -$236K | – | 115 |
|
|
2023
Q2 | $236K | Hold |
2,095
| – | – | 0.19% | 100 |
|
|
2023
Q1 | $219K | Hold |
2,095
| – | – | 0.18% | 101 |
|
|
2022
Q4 | $232K | Buy |
+2,095
| New | +$232K | 0.19% | 95 |
|