OneDigital Investment Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
2,782
-81
| -3% | -$10.5K | ﹤0.01% | 1057 |
|
|
2025
Q1 | $342K | Buy |
2,863
+342
| +14% | +$40.9K | ﹤0.01% | 1028 |
|
|
2024
Q4 | $293K | Sell |
2,521
-289
| -10% | -$33.5K | ﹤0.01% | 1142 |
|
|
2024
Q3 | $380K | Sell |
2,810
-168
| -6% | -$22.7K | ﹤0.01% | 1047 |
|
|
2024
Q2 | $404K | Buy |
2,978
+365
| +14% | +$49.5K | 0.01% | 985 |
|
|
2024
Q1 | $338K | Buy |
2,613
+130
| +5% | +$16.8K | 0.01% | 874 |
|
|
2023
Q4 | $284K | Sell |
2,483
-260
| -9% | -$29.7K | 0.01% | 928 |
|
|
2023
Q3 | $250K | Buy |
2,743
+108
| +4% | +$9.83K | 0.01% | 862 |
|
|
2023
Q2 | $297K | Sell |
2,635
-37
| -1% | -$4.17K | 0.01% | 831 |
|
|
2023
Q1 | $280K | Buy |
+2,672
| New | +$280K | 0.01% | 812 |
|
|
2022
Q4 | – | Sell |
-2,593
| Closed | -$227K | – | 861 |
|
|
2022
Q3 | $227K | Sell |
2,593
-3,154
| -55% | -$276K | 0.01% | 677 |
|
|
2022
Q2 | $449K | Buy |
5,747
+1,273
| +28% | +$99.5K | 0.02% | 444 |
|
|
2022
Q1 | $381K | Buy |
+4,474
| New | +$381K | 0.01% | 516 |
|
|
2019
Q3 | – | Sell |
-1,847
| Closed | -$154K | – | 1131 |
|
|
2019
Q2 | $154K | Buy |
1,847
+1,000
| +118% | +$83.4K | 0.01% | 422 |
|
|
2019
Q1 | $67K | Hold |
847
| – | – | 0.01% | 443 |
|
|
2018
Q4 | $57K | Buy |
+847
| New | +$57K | 0.01% | 435 |
|
|
2018
Q3 | – | Sell |
-753
| Closed | -$51K | – | 1293 |
|
|
2018
Q2 | $51K | Sell |
753
-71
| -9% | -$4.81K | 0.01% | 492 |
|
|
2018
Q1 | $63K | Sell |
824
-200
| -20% | -$15.3K | 0.01% | 462 |
|
|
2017
Q4 | $70K | Sell |
1,024
-80
| -7% | -$5.47K | 0.01% | 420 |
|
|
2017
Q3 | $69K | Hold |
1,104
| – | – | 0.03% | 306 |
|
|
2017
Q2 | $61K | Buy |
+1,104
| New | +$61K | 0.02% | 422 |
|