Mount Yale Investment Advisors’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$66K Buy
2020
Q2
Sell
2020
Q1
$430K Buy
2019
Q4
$483K Buy
2019
Q3
$438K Sell
2019
Q2
$445K Buy
2019
Q1
$458K Sell
2018
Q4
$435K Sell
2018
Q3
$442K Sell
2018
Q2
$420K Buy
2018
Q1
$23K Buy