Schechter Investment Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $262K | Sell |
2,192
-100
| -4% | -$11.9K | 0.02% | 499 |
|
|
2024
Q4 | $266K | Sell |
2,292
-993
| -30% | -$115K | 0.02% | 514 |
|
|
2024
Q3 | $444K | Buy |
3,285
+622
| +23% | +$84K | 0.03% | 426 |
|
|
2024
Q2 | $361K | Sell |
2,663
-159
| -6% | -$21.6K | 0.03% | 440 |
|
|
2024
Q1 | $365K | Sell |
2,822
-45
| -2% | -$5.82K | 0.03% | 452 |
|
|
2023
Q4 | $328K | Sell |
2,867
-184
| -6% | -$21K | 0.03% | 446 |
|
|
2023
Q3 | $278K | Sell |
3,051
-107
| -3% | -$9.74K | 0.03% | 469 |
|
|
2023
Q2 | $356K | Buy |
+3,158
| New | +$356K | 0.03% | 451 |
|