Mission Wealth Management’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Sell
12,251
-94
-0.8% -$12.2K 0.03% 232
2025
Q1
$1.47M Buy
12,345
+6,708
+119% +$801K 0.04% 217
2024
Q4
$654K Sell
5,637
-1,411
-20% -$164K 0.02% 353
2024
Q3
$952K Sell
7,048
-521
-7% -$70.4K 0.02% 289
2024
Q2
$1.03M Sell
7,569
-60
-0.8% -$8.14K 0.03% 250
2024
Q1
$986K Sell
7,629
-735
-9% -$95K 0.03% 284
2023
Q4
$957K Buy
8,364
+320
+4% +$36.6K 0.03% 236
2023
Q3
$732K Buy
8,044
+226
+3% +$20.6K 0.03% 264
2023
Q2
$880K Sell
7,818
-1,326
-15% -$149K 0.03% 238
2023
Q1
$957K Buy
9,144
+56
+0.6% +$5.86K 0.04% 211
2022
Q4
$1M Buy
9,088
+76
+0.8% +$8.4K 0.05% 194
2022
Q3
$787K Buy
9,012
+48
+0.5% +$4.19K 0.04% 209
2022
Q2
$701K Buy
8,964
+1,907
+27% +$149K 0.04% 238
2022
Q1
$601K Buy
7,057
+1,715
+32% +$146K 0.03% 267
2021
Q4
$641K Sell
5,342
-433
-7% -$52K 0.03% 250
2021
Q3
$714K Sell
5,775
-245
-4% -$30.3K 0.04% 218
2021
Q2
$722K Sell
6,020
-8
-0.1% -$959 0.04% 215
2021
Q1
$634K Buy
6,028
+1,369
+29% +$144K 0.04% 218
2020
Q4
$474K Buy
+4,659
New +$474K 0.03% 250