Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$192K Buy
1,424
+1,118
+365% +$150K 0.01% 2779
2024
Q2
$41.5K Buy
+306
New +$41.6K ﹤0.01% 3187
2023
Q4
Sell
-25,295
Closed -$2.52M 5500
2023
Q3
$2.3M Buy
25,295
+23,366
+1,211% +$2.41M 0.11% 1238
2023
Q2
$217K Sell
1,929
-265
-12% -$28K 0.02% 2822
2023
Q1
$230K Sell
2,194
-886
-29% -$92.5K 0.01% 3013
2022
Q4
$341K Buy
+3,080
New +$323K 0.02% 2850
2022
Q3
Sell
-5,340
Closed -$485K 6680
2022
Q2
$484K Sell
5,340
-9,350
-64% -$772K 0.01% 3861
2022
Q1
$1.25M Buy
+14,690
New +$1.41M 0.04% 2291
2020
Q3
Sell
-706
Closed -$55K 5415
2020
Q2
$46K Buy
+706
New +$46.6K ﹤0.01% 4037
2020
Q1
Sell
-2,533
Closed -$200K 4959
2019
Q4
$200K Buy
2,533
+1,395
+123% +$109K 0.01% 2545
2019
Q3
$90K Sell
1,138
-10,377
-90% -$815K ﹤0.01% 3255
2019
Q2
$963K Sell
11,515
-2,428
-17% -$193K 0.04% 1799
2019
Q1
$1.1M Buy
13,943
+6,081
+77% +$444K 0.05% 1766
2018
Q4
$525K Sell
7,862
-66,863
-89% -$4.63M 0.02% 2296
2018
Q3
$5.97M Buy
+74,725
New +$5.58M 0.24% 699

Other funds holding XYL