Shelton Capital Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
14,650
-4,000
| -21% | -$517K | 0.04% | 228 |
|
|
2025
Q1 | $2.23M | Hold |
18,650
| – | – | 0.05% | 215 |
|
|
2024
Q4 | $2.16M | Sell |
18,650
-12,807
| -41% | -$1.49M | 0.05% | 221 |
|
|
2024
Q3 | $4.25M | Sell |
31,457
-2,500
| -7% | -$338K | 0.11% | 169 |
|
|
2024
Q2 | $4.61M | Sell |
33,957
-5,000
| -13% | -$678K | 0.13% | 159 |
|
|
2024
Q1 | $5.03M | Sell |
38,957
-16,993
| -30% | -$2.2M | 0.14% | 158 |
|
|
2023
Q4 | $6.4M | Buy |
55,950
+5,237
| +10% | +$599K | 0.2% | 116 |
|
|
2023
Q3 | $4.62M | Sell |
50,713
-30
| -0.1% | -$2.73K | 0.17% | 147 |
|
|
2023
Q2 | $5.71M | Sell |
50,743
-49,500
| -49% | -$5.57M | 0.21% | 112 |
|
|
2023
Q1 | $10.5M | Buy |
100,243
+45,243
| +82% | +$4.74M | 0.44% | 51 |
|
|
2022
Q4 | $6.08M | Buy |
+55,000
| New | +$6.08M | 0.64% | 33 |
|
|
2015
Q4 | – | Sell |
-6,898
| Closed | -$227K | – | 752 |
|
|
2015
Q3 | $227K | Hold |
6,898
| – | – | 0.03% | 648 |
|
|
2015
Q2 | $256K | Hold |
6,898
| – | – | 0.03% | 640 |
|
|
2015
Q1 | $242K | Hold |
6,898
| – | – | 0.03% | 688 |
|
|
2014
Q4 | $263K | Hold |
6,898
| – | – | 0.03% | 635 |
|
|
2014
Q3 | $245K | Buy |
6,898
+700
| +11% | +$24.9K | 0.03% | 640 |
|
|
2014
Q2 | $242K | Buy |
+6,198
| New | +$242K | 0.03% | 662 |
|