Lourd Capital’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,306
| Closed | -$221K | – | 296 |
|
|
2018
Q4 | $221K | Buy |
3,306
+51
| +2% | +$3.41K | 0.02% | 263 |
|
|
2018
Q3 | $260K | Buy |
+3,255
| New | +$260K | 0.02% | 251 |
|
|
2018
Q1 | – | Sell |
-3,248
| Closed | -$222K | – | 337 |
|
|
2017
Q4 | $222K | Buy |
+3,248
| New | +$222K | 0.01% | 312 |
|