SWA
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Sax Wealth Advisors’s Xylem XYL Stock Holding History

Sax Wealth Advisors’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$618K Sell
4,775
-36
-0.7% -$4.66K 0.04% 229
2025
Q1 		$575K Buy
+4,811
New +$575K 0.04% 201