Realta Investment Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,749
| Closed | -$237K | – | 787 |
|
|
2024
Q2 | $237K | Buy |
1,749
+103
| +6% | +$14K | 0.05% | 358 |
|
|
2024
Q1 | $213K | Buy |
+1,646
| New | +$213K | 0.04% | 391 |
|
|
2020
Q1 | – | Sell |
-1,208
| Closed | -$96K | – | 1441 |
|
|
2019
Q4 | $96K | Sell |
1,208
-78
| -6% | -$6.2K | 0.03% | 517 |
|
|
2019
Q3 | $102K | Buy |
1,286
+242
| +23% | +$19.2K | 0.03% | 497 |
|
|
2019
Q2 | $85K | Buy |
1,044
+303
| +41% | +$24.7K | 0.02% | 544 |
|
|
2019
Q1 | $59K | Buy |
+741
| New | +$59K | 0.03% | 510 |
|