LRI Investments’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
2,000
-1,064
| -35% | -$138K | 0.02% | 246 |
|
|
2025
Q1 | $366K | Sell |
3,064
-753
| -20% | -$90K | 0.04% | 194 |
|
|
2024
Q4 | $443K | Buy |
3,817
+141
| +4% | +$16.4K | 0.04% | 152 |
|
|
2024
Q3 | $447K | Buy |
3,676
+2,000
| +119% | +$243K | 0.04% | 164 |
|
|
2024
Q2 | $227K | Buy |
+1,676
| New | +$227K | 0.03% | 226 |
|