Lenox Wealth Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6
| Closed | -$1K | – | 1016 |
|
|
2021
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 698 |
|
|
2021
Q2 | – | Sell |
-6
| Closed | -$1K | – | 810 |
|
|
2021
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 660 |
|
|
2020
Q2 | – | Sell |
-166
| Closed | -$11K | – | 812 |
|
|
2020
Q1 | $11K | Buy |
+166
| New | +$11K | ﹤0.01% | 335 |
|
|
2019
Q2 | – | Sell |
-55
| Closed | -$4K | – | 587 |
|
|
2019
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 421 |
|
|
2018
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 306 |
|
|
2018
Q3 | $4K | Sell |
55
-241
| -81% | -$17.5K | ﹤0.01% | 325 |
|
|
2018
Q2 | $20K | Buy |
296
+241
| +438% | +$16.3K | ﹤0.01% | 262 |
|
|
2018
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 439 |
|
|
2017
Q4 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 256 |
|
|
2016
Q1 | – | Sell |
-25
| Closed | -$1K | – | 423 |
|
|
2015
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 439 |
|