Raymond James Trust’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $297K | Buy |
2,200
+284
| +15% | +$38.3K | 0.01% | 1044 |
|
|
2024
Q2 | $260K | Sell |
1,916
-21
| -1% | -$2.85K | 0.01% | 1049 |
|
|
2024
Q1 | $250K | Sell |
1,937
-355
| -15% | -$45.9K | 0.01% | 1074 |
|
|
2023
Q4 | $262K | Sell |
2,292
-1,917
| -46% | -$219K | 0.01% | 997 |
|
|
2023
Q3 | $383K | Sell |
4,209
-426
| -9% | -$38.8K | 0.01% | 761 |
|
|
2023
Q2 | $522K | Buy |
+4,635
| New | +$522K | 0.02% | 650 |
|
|
2021
Q4 | – | Sell |
-2,052
| Closed | -$254K | – | 1224 |
|
|
2021
Q3 | $254K | Sell |
2,052
-104
| -5% | -$12.9K | 0.01% | 931 |
|
|
2021
Q2 | $258K | Sell |
2,156
-239
| -10% | -$28.6K | 0.01% | 929 |
|
|
2021
Q1 | $252K | Sell |
2,395
-1,182
| -33% | -$124K | 0.01% | 909 |
|
|
2020
Q4 | $364K | Buy |
3,577
+566
| +19% | +$57.6K | 0.01% | 673 |
|
|
2020
Q3 | $253K | Buy |
+3,011
| New | +$253K | 0.01% | 773 |
|