SWM
Selective Wealth Management’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-700
| Closed | -$61K | – | 752 |
|
|
2022
Q3 | $61K | Hold |
700
| – | – | 0.03% | 271 |
|
|
2022
Q2 | $55K | Hold |
700
| – | – | 0.02% | 309 |
|
|
2022
Q1 | $60K | Hold |
700
| – | – | 0.02% | 275 |
|
|
2021
Q4 | $84K | Hold |
700
| – | – | 0.03% | 216 |
|
|
2021
Q3 | $87K | Hold |
700
| – | – | 0.05% | 200 |
|
|
2021
Q2 | $84K | Hold |
700
| – | – | 0.07% | 133 |
|
|
2021
Q1 | $74K | Hold |
700
| – | – | 0.07% | 101 |
|
|
2020
Q4 | $71K | Hold |
700
| – | – | 0.05% | 95 |
|
|
2020
Q3 | $59K | Hold |
700
| – | – | 0.05% | 90 |
|
|
2020
Q2 | $45K | Buy |
+700
| New | +$45K | 0.04% | 113 |
|