NWAM LLC’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,696
| Closed | -$229K | – | 649 |
|
|
2024
Q3 | $229K | Sell |
1,696
-436
| -20% | -$58.9K | 0.01% | 560 |
|
|
2024
Q2 | $289K | Buy |
2,132
+206
| +11% | +$27.9K | 0.09% | 119 |
|
|
2024
Q1 | $266K | Buy |
+1,926
| New | +$266K | 0.02% | 464 |
|
|
2023
Q1 | – | Sell |
-2,241
| Closed | -$248K | – | 560 |
|
|
2022
Q4 | $248K | Buy |
+2,241
| New | +$248K | 0.02% | 448 |
|
|
2022
Q2 | – | Sell |
-2,616
| Closed | -$223K | – | 565 |
|
|
2022
Q1 | $223K | Buy |
2,616
+629
| +32% | +$53.6K | 0.02% | 490 |
|
|
2021
Q4 | $238K | Hold |
1,987
| – | – | 0.02% | 456 |
|
|
2021
Q3 | $246K | Hold |
1,987
| – | – | 0.02% | 433 |
|
|
2021
Q2 | $238K | Hold |
1,987
| – | – | 0.02% | 417 |
|
|
2021
Q1 | $209K | Sell |
1,987
-1,260
| -39% | -$133K | 0.02% | 448 |
|
|
2020
Q4 | $331K | Buy |
+3,247
| New | +$331K | 0.04% | 328 |
|