LVW 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 | $261K | Sell |
2,020
-468
| -19% | -$60.5K | 0.03% | 279 |
|
|
2025
Q1 | $297K | Sell |
2,488
-293
| -11% | -$35K | 0.04% | 237 |
|
|
2024
Q4 | $323K | Sell |
2,781
-197
| -7% | -$22.9K | 0.04% | 235 |
|
|
2024
Q3 | $402K | Sell |
2,978
-19
| -0.6% | -$2.57K | 0.05% | 206 |
|
|
2024
Q2 | $406K | Sell |
2,997
-1,393
| -32% | -$189K | 0.06% | 193 |
|
|
2024
Q1 | $567K | Buy |
4,390
+269
| +7% | +$34.8K | 0.1% | 152 |
|
|
2023
Q4 | $471K | Buy |
+4,121
| New | +$471K | 0.09% | 163 |
|