Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-68
Closed -$7K 835
2020
Q4
$7K Buy
68
+16
+31% +$1.5K ﹤0.01% 645
2020
Q3
$4K Hold
52
﹤0.01% 634
2020
Q2
$3K Hold
52
﹤0.01% 656
2020
Q1
$3K Hold
52
﹤0.01% 682
2019
Q4
$4K Hold
52
﹤0.01% 711
2019
Q3
$4K Hold
52
﹤0.01% 724
2019
Q2
$4K Hold
52
﹤0.01% 742
2019
Q1
$4K Hold
52
﹤0.01% 847
2018
Q4
$3K Sell
52
-150
-74% -$10.4K ﹤0.01% 691
2018
Q3
$16K Hold
202
﹤0.01% 658
2018
Q2
$14K Sell
202
-150
-43% -$10.9K ﹤0.01% 728
2018
Q1
$27K Buy
+352
New +$26K ﹤0.01% 611
2016
Q3
Sell
-185
Closed -$8K 1161
2016
Q2
$8K Buy
+185
New +$8.04K ﹤0.01% 918
2015
Q2
Sell
-500
Closed -$18K 1286
2015
Q1
$18K Hold
500
﹤0.01% 825
2014
Q4
$19K Hold
500
﹤0.01% 830
2014
Q3
$18K Sell
500
-200
-29% -$7.43K ﹤0.01% 837
2014
Q2
$27K Hold
700
﹤0.01% 792
2014
Q1
$25K Sell
700
-400
-36% -$14.6K ﹤0.01% 789
2013
Q4
$38K Sell
1,100
-884
-45% -$28.4K ﹤0.01% 723
2013
Q3
$56K Sell
1,984
-2,200
-53% -$58.7K ﹤0.01% 690
2013
Q2
$113K Buy
+4,184
New +$116K ﹤0.01% 1006

Other funds holding XYL