SageView Advisory Group’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
2,877
+126
| +5% | +$16.7K | 0.01% | 434 |
|
|
2025
Q1 | $329K | Sell |
2,751
-39
| -1% | -$4.66K | 0.01% | 445 |
|
|
2024
Q4 | $324K | Buy |
2,790
+98
| +4% | +$11.4K | 0.01% | 441 |
|
|
2024
Q3 | $364K | Buy |
2,692
+27
| +1% | +$3.65K | 0.02% | 350 |
|
|
2024
Q2 | $361K | Buy |
+2,665
| New | +$361K | 0.02% | 398 |
|
|
2024
Q1 | – | Sell |
-2,669
| Closed | -$304K | – | 890 |
|
|
2023
Q4 | $304K | Buy |
+2,669
| New | +$304K | 0.01% | 508 |
|