Lantz Financial’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
2,013
+52
| +3% | +$6.73K | 0.06% | 196 |
|
|
2025
Q1 | $234K | Sell |
1,961
-10
| -0.5% | -$1.2K | 0.06% | 191 |
|
|
2024
Q4 | $229K | Sell |
1,971
-490
| -20% | -$56.9K | 0.06% | 202 |
|
|
2024
Q3 | $332K | Hold |
2,461
| – | – | 0.09% | 171 |
|
|
2024
Q2 | $334K | Buy |
2,461
+9
| +0.4% | +$1.22K | 0.1% | 156 |
|
|
2024
Q1 | $317K | Buy |
2,452
+2
| +0.1% | +$258 | 0.1% | 160 |
|
|
2023
Q4 | $280K | Sell |
2,450
-6
| -0.2% | -$686 | 0.1% | 166 |
|
|
2023
Q3 | $224K | Buy |
2,456
+21
| +0.9% | +$1.91K | 0.09% | 168 |
|
|
2023
Q2 | $274K | Sell |
2,435
-110
| -4% | -$12.4K | 0.11% | 157 |
|
|
2023
Q1 | $266K | Sell |
2,545
-141
| -5% | -$14.8K | 0.11% | 147 |
|
|
2022
Q4 | $297K | Hold |
2,686
| – | – | 0.14% | 131 |
|
|
2022
Q3 | $235K | Hold |
2,686
| – | – | 0.12% | 137 |
|
|
2022
Q2 | $210K | Hold |
2,686
| – | – | 0.09% | 158 |
|
|
2022
Q1 | $229K | Buy |
2,686
+220
| +9% | +$18.8K | 0.09% | 156 |
|
|
2021
Q4 | $296K | Hold |
2,466
| – | – | 0.14% | 129 |
|
|
2021
Q3 | $305K | Buy |
2,466
+250
| +11% | +$30.9K | 0.16% | 120 |
|
|
2021
Q2 | $266K | Hold |
2,216
| – | – | 0.14% | 129 |
|
|
2021
Q1 | $233K | Hold |
2,216
| – | – | 0.13% | 121 |
|
|
2020
Q4 | $226K | Sell |
2,216
-400
| -15% | -$40.8K | 0.14% | 113 |
|
|
2020
Q3 | $220K | Buy |
+2,616
| New | +$220K | 0.15% | 108 |
|
|
2020
Q1 | – | Sell |
-2,616
| Closed | -$206K | – | 133 |
|
|
2019
Q4 | $206K | Sell |
2,616
-400
| -13% | -$31.5K | 0.12% | 127 |
|
|
2019
Q3 | $225K | Hold |
3,016
| – | – | 0.15% | 116 |
|
|
2019
Q2 | $251K | Hold |
3,016
| – | – | 0.17% | 109 |
|
|
2019
Q1 | $238K | Buy |
+3,016
| New | +$238K | 0.17% | 103 |
|