Pin Oak Investment Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-259
| Closed | -$31K | – | 523 |
|
|
2025
Q1 | $31K | Hold |
259
| – | – | 0.02% | 228 |
|
|
2024
Q4 | $35K | Hold |
259
| – | – | 0.03% | 219 |
|
|
2024
Q3 | $34K | Hold |
259
| – | – | 0.03% | 221 |
|
|
2024
Q2 | $35K | Hold |
259
| – | – | 0.03% | 209 |
|
|
2024
Q1 | $33K | Hold |
259
| – | – | 0.03% | 214 |
|
|
2023
Q4 | $30K | Hold |
259
| – | – | 0.03% | 222 |
|
|
2023
Q3 | $24K | Hold |
259
| – | – | 0.03% | 233 |
|
|
2023
Q2 | $29K | Hold |
259
| – | – | 0.03% | 211 |
|
|
2023
Q1 | $27K | Hold |
259
| – | – | 0.03% | 206 |
|
|
2022
Q4 | $29K | Hold |
259
| – | – | 0.04% | 186 |
|
|
2022
Q3 | $23K | Hold |
259
| – | – | 0.03% | 203 |
|
|
2022
Q2 | $20K | Hold |
259
| – | – | 0.02% | 239 |
|
|
2022
Q1 | $22K | Hold |
259
| – | – | 0.02% | 254 |
|
|
2021
Q4 | $31K | Hold |
259
| – | – | 0.03% | 215 |
|
|
2021
Q3 | $32K | Hold |
259
| – | – | 0.04% | 207 |
|
|
2021
Q2 | $31K | Hold |
259
| – | – | 0.03% | 202 |
|
|
2021
Q1 | $27K | Hold |
259
| – | – | 0.02% | 224 |
|
|
2020
Q4 | $26K | Hold |
259
| – | – | 0.02% | 238 |
|
|
2020
Q3 | $22K | Hold |
259
| – | – | 0.02% | 228 |
|
|
2020
Q2 | $17K | Hold |
259
| – | – | 0.02% | 245 |
|
|
2020
Q1 | $17K | Buy |
+259
| New | +$17K | 0.02% | 238 |
|