Mount Yale Investment 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 | $66K | Buy |
+510
| New | +$66K | 0.01% | 740 |
|
|
2020
Q2 | – | Sell |
-6,601
| Closed | -$430K | – | 366 |
|
|
2020
Q1 | $430K | Buy |
6,601
+692
| +12% | +$45.1K | 0.1% | 204 |
|
|
2019
Q4 | $483K | Buy |
5,909
+194
| +3% | +$15.9K | 0.08% | 205 |
|
|
2019
Q3 | $438K | Sell |
5,715
-139
| -2% | -$10.7K | 0.08% | 215 |
|
|
2019
Q2 | $445K | Buy |
5,854
+56
| +1% | +$4.26K | 0.08% | 211 |
|
|
2019
Q1 | $458K | Sell |
5,798
-298
| -5% | -$23.5K | 0.09% | 192 |
|
|
2018
Q4 | $435K | Sell |
6,096
-83
| -1% | -$5.92K | 0.09% | 205 |
|
|
2018
Q3 | $442K | Sell |
6,179
-47
| -0.8% | -$3.36K | 0.08% | 198 |
|
|
2018
Q2 | $420K | Buy |
6,226
+5,928
| +1,989% | +$400K | 0.08% | 204 |
|
|
2018
Q1 | $23K | Buy |
+298
| New | +$23K | ﹤0.01% | 743 |
|