Portside Wealth Group’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 |
-1,538
| Closed | -$208K | – | 432 |
|
2024
Q3 | $208K | Sell |
1,538
-13
| -0.8% | -$1.76K | 0.04% | 369 |
|
2024
Q2 | $210K | Sell |
1,551
-124
| -7% | -$16.8K | 0.04% | 334 |
|
2024
Q1 | $216K | Sell |
1,675
-76
| -4% | -$9.82K | 0.04% | 338 |
|
2023
Q4 | $200K | Buy |
+1,751
| New | +$200K | 0.04% | 340 |
|
2023
Q3 | – | Sell |
-1,797
| Closed | -$202K | – | 388 |
|
2023
Q2 | $202K | Buy |
+1,797
| New | +$202K | 0.04% | 322 |
|