Nicola 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	$2.85M	Buy	22,000 +5,500	+33%	+$711K	0.27%	61
2025 Q1	$1.97M	Sell	16,500 -3,500	-18%	-$418K	0.19%	80
2024 Q4	$2.32M	Sell	20,000 -1,000	-5%	-$116K	0.22%	81
2024 Q3	$2.84M	Hold	21,000	–	–	0.23%	75
2024 Q2	$2.85M	Sell	21,000 -6,000	-22%	-$814K	0.25%	74
2024 Q1	$3.49M	Sell	27,000 -15,000	-36%	-$1.94M	0.34%	69
2023 Q4	$4.8M	Sell	42,000 -5,000	-11%	-$572K	0.5%	54
2023 Q3	$4.28M	Sell	47,000 -4,000	-8%	-$364K	0.46%	56
2023 Q2	$5.74M	Buy	51,000 +18,000	+55%	+$2.03M	0.56%	49
2023 Q1	$3.46M	Sell	33,000 -12,000	-27%	-$1.26M	0.34%	71
2022 Q4	$4.98M	Sell	45,000 -5,000	-10%	-$553K	0.5%	58
2022 Q3	$4.37M	Sell	50,000 -4,000	-7%	-$349K	0.48%	69
2022 Q2	$4.22M	Buy	54,000 +3,000	+6%	+$235K	0.4%	73
2022 Q1	$4.35M	Buy	51,000 +14,000	+38%	+$1.19M	0.38%	82
2021 Q4	$4.44M	Sell	37,000 -6,000	-14%	-$720K	0.42%	83
2021 Q3	$5.32M	Sell	43,000 -28,200	-40%	-$3.49M	0.55%	69
2021 Q2	$8.54M	Sell	71,200 -4,300	-6%	-$516K	0.88%	54
2021 Q1	$7.94M	Buy	75,500 +11,000	+17%	+$1.16M	0.89%	50
2020 Q4	$6.57M	Buy	64,500 +10,000	+18%	+$1.02M	0.82%	57
2020 Q3	$4.59M	Sell	54,500 -3,000	-5%	-$252K	0.65%	67
2020 Q2	$3.74M	Buy	57,500 +7,000	+14%	+$455K	0.52%	70
2020 Q1	$3.29M	Sell	50,500 -30,500	-38%	-$1.99M	0.49%	72
2019 Q4	$6.38M	Buy	81,000 +2,000	+3%	+$158K	0.96%	43
2019 Q3	$6.29M	Buy	79,000 +12,000	+18%	+$955K	0.99%	46
2019 Q2	$5.6M	Buy	67,000 +7,000	+12%	+$585K	0.93%	46
2019 Q1	$4.74M	Hold	60,000	–	–	0.71%	60
2018 Q4	$4M	Buy	60,000 +15,000	+33%	+$1M	0.66%	63
2018 Q3	$3.59M	Hold	45,000	–	–	0.62%	68
2018 Q2	$3.03M	Buy	45,000 +20,000	+80%	+$1.35M	0.59%	65
2018 Q1	$1.92M	Buy	+25,000	New	+$1.92M	0.39%	92