Plante Moran Financial Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-50
| Closed | -$6K | – | 1049 |
|
|
2021
Q4 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 800 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$12K | – | 862 |
|
|
2014
Q2 | $12K | Hold |
300
| – | – | 0.01% | 486 |
|
|
2014
Q1 | $11K | Hold |
300
| – | – | 0.01% | 354 |
|
|
2013
Q4 | $10K | Hold |
300
| – | – | 0.01% | 458 |
|
|
2013
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 427 |
|
|
2013
Q2 | $8K | Buy |
+300
| New | +$8K | 0.01% | 387 |
|