Omnia Family Wealth’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,228
| Closed | -$97K | – | 539 |
|
|
2019
Q1 | $97K | Hold |
1,228
| – | – | 0.05% | 129 |
|
|
2018
Q4 | $82K | Hold |
1,228
| – | – | 0.04% | 128 |
|
|
2018
Q3 | $98K | Hold |
1,228
| – | – | 0.04% | 122 |
|
|
2018
Q2 | $83K | Hold |
1,228
| – | – | 0.04% | 125 |
|
|
2018
Q1 | $94K | Hold |
1,228
| – | – | 0.04% | 120 |
|
|
2017
Q4 | $84K | Hold |
1,228
| – | – | 0.04% | 124 |
|
|
2017
Q3 | $77K | Hold |
1,228
| – | – | 0.04% | 129 |
|
|
2017
Q2 | $68K | Hold |
1,228
| – | – | 0.03% | 136 |
|
|
2017
Q1 | $62K | Hold |
1,228
| – | – | 0.03% | 144 |
|
|
2016
Q4 | $61K | Buy |
+1,228
| New | +$61K | 0.03% | 151 |
|