Pathstone Family Office’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $1.85M | Sell |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $4.32M | Buy |
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|
2022
Q3 | $3.64M | Buy |
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|
2022
Q2 | $1.56M | Sell |
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|
2022
Q1 | $2.32M | Sell |
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|
2021
Q4 | $3.46M | Buy |
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|
2021
Q3 | $3.49M | Buy |
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|
2021
Q2 | $2.85M | Buy |
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|
2021
Q1 | $1.78M | Buy |
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|
2020
Q4 | $312K | Sell |
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|
2020
Q3 | $367K | Sell |
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|
2020
Q2 | $293K | Sell |
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|
2020
Q1 | $348K | Buy |
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|
2019
Q4 | $4.21M | Sell |
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|
2019
Q3 | $529K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $983K | Sell |
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|
2018
Q4 | $946K | Buy |
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|
2018
Q3 | $993K | Hold |
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|
2018
Q2 | $838K | Sell |
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|
2018
Q1 | $983K | Hold |
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|
2017
Q4 | $872K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $747K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $45K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $37K | Buy |
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