Provenance Wealth Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-900
| Closed | -$104K | – | 586 |
|
|
2024
Q4 | $104K | Hold |
900
| – | – | 0.01% | 184 |
|
|
2024
Q3 | $122K | Hold |
900
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $122K | Hold |
900
| – | – | 0.02% | 165 |
|
|
2024
Q1 | $116K | Hold |
900
| – | – | 0.02% | 171 |
|
|
2023
Q4 | $103K | Hold |
900
| – | – | 0.01% | 161 |
|
|
2023
Q3 | $81.9K | Buy |
+900
| New | +$81.9K | 0.01% | 152 |
|