Orion Portfolio Solutions’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $963K | Buy |
8,058
+402
| +5% | +$48K | 0.01% | 1104 |
|
2024
Q4 | $888K | Buy |
7,656
+2,770
| +57% | +$321K | 0.01% | 1119 |
|
2024
Q3 | $660K | Buy |
4,886
+20
| +0.4% | +$2.7K | 0.01% | 1225 |
|
2024
Q2 | $660K | Buy |
4,866
+1,743
| +56% | +$236K | 0.01% | 1174 |
|
2024
Q1 | $404K | Buy |
3,123
+716
| +30% | +$92.5K | ﹤0.01% | 1360 |
|
2023
Q4 | $272K | Buy |
+2,407
| New | +$272K | ﹤0.01% | 1444 |
|
2023
Q3 | – | Sell |
-16,567
| Closed | -$1.87M | – | 1691 |
|
2023
Q2 | $1.87M | Buy |
16,567
+3,611
| +28% | +$407K | 0.02% | 687 |
|
2023
Q1 | $1.36M | Buy |
+12,956
| New | +$1.36M | 0.02% | 754 |
|
2020
Q3 | – | Sell |
-642
| Closed | -$42K | – | 2095 |
|
2020
Q2 | $42K | Buy |
642
+70
| +12% | +$4.58K | ﹤0.01% | 751 |
|
2020
Q1 | $37K | Sell |
572
-108
| -16% | -$6.99K | ﹤0.01% | 665 |
|
2019
Q4 | $54K | Buy |
+680
| New | +$54K | ﹤0.01% | 542 |
|