Sheets Smith Wealth Management’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-9,547
Closed -$734K 337
2018
Q1
$734K Sell
9,547
-195
-2% -$15K 0.18% 145
2017
Q4
$664K Buy
9,742
+213
+2% +$14.5K 0.16% 161
2017
Q3
$597K Buy
9,529
+1,726
+22% +$108K 0.15% 169
2017
Q2
$433K Buy
+7,803
New +$433K 0.11% 186