Lido Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $911K | Sell |
7,042
-861
| -11% | -$111K | ﹤0.01% | 793 |
|
2025
Q1 | $944K | Buy |
7,903
+239
| +3% | +$28.6K | ﹤0.01% | 755 |
|
2024
Q4 | $889K | Buy |
7,664
+1,041
| +16% | +$121K | ﹤0.01% | 743 |
|
2024
Q3 | $894K | Buy |
6,623
+561
| +9% | +$75.8K | ﹤0.01% | 687 |
|
2024
Q2 | $822K | Buy |
6,062
+1,367
| +29% | +$185K | ﹤0.01% | 679 |
|
2024
Q1 | $607K | Buy |
4,695
+716
| +18% | +$92.5K | ﹤0.01% | 764 |
|
2023
Q4 | $455K | Buy |
3,979
+778
| +24% | +$89K | ﹤0.01% | 804 |
|
2023
Q3 | $291K | Buy |
3,201
+206
| +7% | +$18.8K | ﹤0.01% | 834 |
|
2023
Q2 | $337K | Sell |
2,995
-3,188
| -52% | -$359K | ﹤0.01% | 785 |
|
2023
Q1 | $647K | Buy |
+6,183
| New | +$647K | 0.01% | 539 |
|