Paradigm Financial Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $444K | Hold |
3,700
| – | – | 0.1% | 128 |
|
2021
Q3 | $458K | Hold |
3,700
| – | – | 0.11% | 122 |
|
2021
Q2 | $444K | Hold |
3,700
| – | – | 0.1% | 129 |
|
2021
Q1 | $389K | Hold |
3,700
| – | – | 0.09% | 135 |
|
2020
Q4 | $377K | Hold |
3,700
| – | – | 0.1% | 116 |
|
2020
Q3 | $311K | Hold |
3,700
| – | – | 0.09% | 98 |
|
2020
Q2 | $240K | Sell |
3,700
-1,300
| -26% | -$84.3K | 0.08% | 119 |
|
2020
Q1 | $326K | Hold |
5,000
| – | – | 0.12% | 88 |
|
2019
Q4 | $394K | Hold |
5,000
| – | – | 0.14% | 90 |
|
2019
Q3 | $398K | Hold |
5,000
| – | – | 0.16% | 83 |
|
2019
Q2 | $418K | Hold |
5,000
| – | – | 0.15% | 82 |
|
2019
Q1 | $395K | Hold |
5,000
| – | – | 0.15% | 81 |
|
2018
Q4 | $334K | Hold |
5,000
| – | – | 0.15% | 81 |
|
2018
Q3 | $399K | Hold |
5,000
| – | – | 0.16% | 79 |
|
2018
Q2 | $336K | Hold |
5,000
| – | – | 0.14% | 82 |
|
2018
Q1 | $384K | Hold |
5,000
| – | – | 0.17% | 81 |
|
2017
Q4 | $341K | Hold |
5,000
| – | – | 0.15% | 82 |
|
2017
Q3 | $313K | Hold |
5,000
| – | – | 0.15% | 83 |
|
2017
Q2 | $277K | Hold |
5,000
| – | – | 0.14% | 86 |
|
2017
Q1 | $251K | Hold |
5,000
| – | – | 0.13% | 92 |
|
2016
Q4 | $247K | Buy |
+5,000
| New | +$247K | 0.14% | 88 |
|