Legacy Financial Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-88
| Closed | -$7K | – | 928 |
|
|
2019
Q1 | $7K | Buy |
88
+6
| +7% | +$477 | ﹤0.01% | 712 |
|
|
2018
Q4 | $5K | Buy |
82
+10
| +14% | +$610 | ﹤0.01% | 751 |
|
|
2018
Q3 | $5K | Hold |
72
| – | – | ﹤0.01% | 704 |
|
|
2018
Q2 | $5K | Sell |
72
-8
| -10% | -$556 | ﹤0.01% | 713 |
|
|
2018
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 610 |
|
|
2017
Q4 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 644 |
|