Pinnacle Wealth Planning Services’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,575
| Closed | -$213K | – | 570 |
|
|
2024
Q3 | $213K | Sell |
1,575
-4
| -0.3% | -$540 | 0.03% | 443 |
|
|
2024
Q2 | $214K | Hold |
1,579
| – | – | 0.03% | 403 |
|
|
2024
Q1 | $204K | Buy |
+1,579
| New | +$204K | 0.03% | 428 |
|
|
2021
Q1 | – | Sell |
-481
| Closed | -$49K | – | 1994 |
|
|
2020
Q4 | $49K | Buy |
+481
| New | +$49K | 0.01% | 809 |
|
|
2018
Q2 | – | Sell |
-2,760
| Closed | -$213K | – | 189 |
|
|
2018
Q1 | $213K | Buy |
+2,760
| New | +$213K | 0.22% | 154 |
|