Ropes Wealth Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,048
| Closed | -$107K | – | 815 |
|
|
2020
Q4 | $107K | Buy |
1,048
+32
| +3% | +$3.27K | 0.02% | 307 |
|
|
2020
Q3 | $85K | Hold |
1,016
| – | – | 0.02% | 286 |
|
|
2020
Q2 | $66K | Hold |
1,016
| – | – | 0.01% | 288 |
|
|
2020
Q1 | $66K | Hold |
1,016
| – | – | 0.02% | 258 |
|
|
2019
Q4 | $80K | Hold |
1,016
| – | – | 0.02% | 293 |
|
|
2019
Q3 | $81K | Hold |
1,016
| – | – | 0.02% | 293 |
|
|
2019
Q2 | $85K | Hold |
1,016
| – | – | 0.02% | 290 |
|
|
2019
Q1 | $80K | Hold |
1,016
| – | – | 0.02% | 287 |
|
|
2018
Q4 | $68K | Hold |
1,016
| – | – | 0.02% | 287 |
|
|
2018
Q3 | $81K | Hold |
1,016
| – | – | 0.02% | 294 |
|
|
2018
Q2 | $68K | Hold |
1,016
| – | – | 0.02% | 321 |
|
|
2018
Q1 | $78K | Hold |
1,016
| – | – | 0.02% | 291 |
|
|
2017
Q4 | $69K | Hold |
1,016
| – | – | 0.02% | 314 |
|
|
2017
Q3 | $64K | Buy |
1,016
+200
| +25% | +$12.6K | 0.02% | 305 |
|
|
2017
Q2 | $45K | Sell |
816
-212
| -21% | -$11.7K | 0.01% | 343 |
|
|
2017
Q1 | $52K | Buy |
1,028
+12
| +1% | +$607 | 0.02% | 327 |
|
|
2016
Q4 | $50K | Buy |
1,016
+200
| +25% | +$9.84K | 0.02% | 316 |
|
|
2016
Q3 | $43K | Hold |
816
| – | – | 0.01% | 292 |
|
|
2016
Q2 | $36K | Sell |
816
-38
| -4% | -$1.68K | 0.01% | 294 |
|
|
2016
Q1 | $35K | Buy |
854
+38
| +5% | +$1.56K | 0.02% | 244 |
|
|
2015
Q4 | $30K | Buy |
+816
| New | +$30K | 0.01% | 277 |
|