NewEdge Wealth’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,086
| Closed | -$249K | – | 1038 |
|
|
2025
Q1 | $249K | Sell |
2,086
-638
| -23% | -$76.2K | ﹤0.01% | 815 |
|
|
2024
Q4 | $316K | Sell |
2,724
-586
| -18% | -$68K | 0.01% | 749 |
|
|
2024
Q3 | $447K | Buy |
3,310
+280
| +9% | +$37.8K | 0.01% | 645 |
|
|
2024
Q2 | $411K | Buy |
3,030
+36
| +1% | +$4.88K | 0.01% | 589 |
|
|
2024
Q1 | $407K | Buy |
2,994
+364
| +14% | +$49.5K | 0.01% | 604 |
|
|
2023
Q4 | $301K | Sell |
2,630
-5
| -0.2% | -$572 | 0.01% | 622 |
|
|
2023
Q3 | $240K | Hold |
2,635
| – | – | 0.01% | 580 |
|
|
2023
Q2 | $297K | Buy |
+2,635
| New | +$297K | 0.01% | 548 |
|