Mariner Wealth Advisors (Cincinnati)’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $325K | Hold |
4,075
| – | – | 0.02% | 235 |
|
|
2018
Q2 | $275K | Hold |
4,075
| – | – | 0.02% | 254 |
|
|
2018
Q1 | $313K | Buy |
4,075
+225
| +6% | +$17.3K | 0.02% | 231 |
|
|
2017
Q4 | $263K | Buy |
3,850
+275
| +8% | +$18.8K | 0.02% | 242 |
|
|
2017
Q3 | $224K | Buy |
+3,575
| New | +$224K | 0.01% | 249 |
|
|
2015
Q1 | $207K | Buy |
5,925
+376
| +7% | +$13.1K | 0.03% | 175 |
|
|
2014
Q4 | $211K | Buy |
+5,549
| New | +$211K | 0.03% | 171 |
|