MinichMacGregor Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100
| Closed | -$11.1K | – | 677 |
|
|
2022
Q4 | $11.1K | Buy |
+100
| New | +$11.1K | ﹤0.01% | 394 |
|
|
2018
Q4 | – | Sell |
-263
| Closed | -$21K | – | 539 |
|
|
2018
Q3 | $21K | Sell |
263
-8
| -3% | -$639 | 0.01% | 214 |
|
|
2018
Q2 | $18K | Hold |
271
| – | – | 0.01% | 227 |
|
|
2018
Q1 | $20K | Sell |
271
-11
| -4% | -$812 | 0.02% | 214 |
|
|
2017
Q4 | $19K | Sell |
282
-2
| -0.7% | -$135 | 0.01% | 212 |
|
|
2017
Q3 | $17K | Sell |
284
-35
| -11% | -$2.1K | 0.01% | 218 |
|
|
2017
Q2 | $17K | Sell |
319
-4
| -1% | -$213 | 0.01% | 210 |
|
|
2017
Q1 | $16K | Sell |
323
-11
| -3% | -$545 | 0.01% | 212 |
|
|
2016
Q4 | $16K | Buy |
334
+74
| +28% | +$3.55K | 0.02% | 199 |
|
|
2016
Q3 | $13K | Sell |
260
-84
| -24% | -$4.2K | 0.01% | 239 |
|
|
2016
Q2 | $15K | Sell |
344
-1
| -0.3% | -$44 | 0.01% | 207 |
|
|
2016
Q1 | $14K | Buy |
345
+133
| +63% | +$5.4K | 0.01% | 211 |
|
|
2015
Q4 | $7K | Buy |
+212
| New | +$7K | 0.01% | 273 |
|