Optimum Investment Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $15K | Hold |
425
| – | – | ﹤0.01% | 750 |
|
|
2014
Q4 | $16K | Hold |
425
| – | – | 0.01% | 772 |
|
|
2014
Q3 | $15K | Sell |
425
-75
| -15% | -$2.65K | 0.01% | 699 |
|
|
2014
Q2 | $20K | Hold |
500
| – | – | 0.01% | 661 |
|
|
2014
Q1 | $18K | Hold |
500
| – | – | 0.01% | 534 |
|
|
2013
Q4 | $17K | Hold |
500
| – | – | 0.01% | 546 |
|
|
2013
Q3 | $14K | Buy |
+500
| New | +$14K | 0.01% | 542 |
|