Liberty Wealth Management’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 |
-573
| Closed | -$71K | – | 1136 |
|
|
2021
Q3 | $71K | Buy |
573
+20
| +4% | +$2.48K | 0.03% | 353 |
|
|
2021
Q2 | $66K | Buy |
553
+1
| +0.2% | +$119 | 0.03% | 276 |
|
|
2021
Q1 | $53K | Hold |
552
| – | – | 0.03% | 276 |
|
|
2020
Q4 | $53K | Hold |
552
| – | – | 0.03% | 273 |
|
|
2020
Q3 | $46K | Hold |
552
| – | – | 0.03% | 247 |
|
|
2020
Q2 | $36K | Sell |
552
-135
| -20% | -$8.8K | 0.03% | 274 |
|
|
2020
Q1 | $45K | Buy |
687
+18
| +3% | +$1.18K | 0.04% | 222 |
|
|
2019
Q4 | $53K | Hold |
669
| – | – | 0.04% | 235 |
|
|
2019
Q3 | $53K | Buy |
669
+117
| +21% | +$9.27K | 0.05% | 222 |
|
|
2019
Q2 | $46K | Hold |
552
| – | – | 0.04% | 260 |
|
|
2019
Q1 | $43K | Buy |
552
+19
| +4% | +$1.48K | 0.03% | 220 |
|
|
2018
Q4 | $35K | Buy |
+533
| New | +$35K | 0.03% | 235 |
|