Patriot Financial Group Insurance Agency’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-162
| Closed | -$13K | – | 1983 |
|
|
2022
Q2 | $13K | Hold |
162
| – | – | ﹤0.01% | 1165 |
|
|
2022
Q1 | $14K | Hold |
162
| – | – | ﹤0.01% | 1243 |
|
|
2021
Q4 | $19K | Hold |
162
| – | – | ﹤0.01% | 1249 |
|
|
2021
Q3 | $20K | Hold |
162
| – | – | ﹤0.01% | 1225 |
|
|
2021
Q2 | $19K | Hold |
162
| – | – | ﹤0.01% | 1216 |
|
|
2021
Q1 | $17K | Hold |
162
| – | – | ﹤0.01% | 1178 |
|
|
2020
Q4 | $16K | Hold |
162
| – | – | ﹤0.01% | 1069 |
|
|
2020
Q3 | $14K | Hold |
162
| – | – | ﹤0.01% | 935 |
|
|
2020
Q2 | $11K | Hold |
162
| – | – | ﹤0.01% | 962 |
|
|
2020
Q1 | $11K | Buy |
162
+1
| +0.6% | +$68 | 0.01% | 844 |
|
|
2019
Q4 | $13K | Sell |
161
-5
| -3% | -$404 | ﹤0.01% | 788 |
|
|
2019
Q3 | $13K | Sell |
166
-2
| -1% | -$157 | 0.01% | 759 |
|
|
2019
Q2 | $14K | Hold |
168
| – | – | 0.01% | 741 |
|
|
2019
Q1 | $13K | Buy |
168
+7
| +4% | +$542 | 0.01% | 658 |
|
|
2018
Q4 | $11K | Hold |
161
| – | – | 0.01% | 609 |
|
|
2018
Q3 | $13K | Buy |
161
+26
| +19% | +$2.1K | 0.01% | 581 |
|
|
2018
Q2 | $9K | Sell |
135
-22
| -14% | -$1.47K | 0.01% | 416 |
|
|
2018
Q1 | $12K | Hold |
157
| – | – | 0.01% | 572 |
|
|
2017
Q4 | $11K | Hold |
157
| – | – | 0.01% | 578 |
|
|
2017
Q3 | $10K | Hold |
157
| – | – | 0.01% | 559 |
|
|
2017
Q2 | $9K | Buy |
157
+22
| +16% | +$1.26K | 0.01% | 558 |
|
|
2017
Q1 | $7K | Sell |
135
-201
| -60% | -$10.4K | 0.01% | 572 |
|
|
2016
Q4 | $16K | Buy |
+336
| New | +$16K | 0.02% | 395 |
|