Ridgecrest Wealth Partners’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
2,162
+1
| +0% | +$129 | 0.15% | 87 |
|
|
2025
Q1 | $258K | Buy |
2,161
+172
| +9% | +$20.5K | 0.14% | 94 |
|
|
2024
Q4 | $231K | Sell |
1,989
-31
| -2% | -$3.6K | 0.13% | 94 |
|
|
2024
Q3 | $273K | Buy |
2,020
+503
| +33% | +$67.9K | 0.14% | 90 |
|
|
2024
Q2 | $206K | Buy |
+1,517
| New | +$206K | 0.12% | 98 |
|
|
2023
Q3 | – | Sell |
-1,800
| Closed | -$203K | – | 104 |
|
|
2023
Q2 | $203K | Buy |
+1,800
| New | +$203K | 0.13% | 98 |
|
|
2022
Q1 | – | Sell |
-1,820
| Closed | -$218K | – | 124 |
|
|
2021
Q4 | $218K | Hold |
1,820
| – | – | 0.11% | 111 |
|
|
2021
Q3 | $225K | Hold |
1,820
| – | – | 0.12% | 105 |
|
|
2021
Q2 | $218K | Buy |
+1,820
| New | +$218K | 0.14% | 99 |
|