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Mark Sheptoff Financial Planning’s Xylem XYL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$31K Sell
240
-120
-33% -$15.5K 0.02% 223
2025
Q1 		$43K Buy
360
+120
+50% +$14.3K 0.02% 179
2024
Q4 		$27.8K Hold
240
– – 0.01% 227
2024
Q3 		$32.4K Hold
240
– – 0.02% 203
2024
Q2 		$32.6K Buy
+240
New +$32.6K 0.02% 215