Ropes Wealth Advisors’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,048
Closed -$107K 816
2020
Q4
$107K Buy
1,048
+32
+3% +$3.01K 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% +$12K 0.02% 305
2017
Q2
$45K Sell
816
-212
-21% -$11K 0.01% 343
2017
Q1
$52K Buy
1,028
+12
+1% +$585 0.02% 327
2016
Q4
$50K Buy
1,016
+200
+25% +$10.1K 0.02% 316
2016
Q3
$43K Hold
816
0.01% 292
2016
Q2
$36K Sell
816
-38
-4% -$1.65K 0.01% 294
2016
Q1
$35K Buy
854
+38
+5% +$1.4K 0.02% 244
2015
Q4
$30K Buy
+816
New +$29.5K 0.01% 277

Other funds holding XYL