Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,538
Closed -$207K 1411
2025
Q4
$207K Buy
+1,538
New +$221K 0.01% 1213
2023
Q1
Sell
-2,500
Closed -$277K 1367
2022
Q4
$277K Sell
2,500
-130
-5% -$13.6K 0.01% 997
2022
Q3
$230K Buy
+2,630
New +$239K 0.01% 1059
2022
Q2
Sell
-2,427
Closed -$207K 1457
2022
Q1
$207K Buy
2,427
+166
+7% +$15.9K 0.01% 1248
2021
Q4
$271K Buy
2,261
+7
+0.3% +$869 0.01% 1141
2021
Q3
$279K Buy
2,254
+3
+0.1% +$386 0.01% 1097
2021
Q2
$270K Sell
2,251
-37
-2% -$4.22K 0.01% 1138
2021
Q1
$241K Buy
2,288
+7
+0.3% +$710 0.01% 1112
2020
Q4
$232K Buy
+2,281
New +$214K 0.01% 1025
2020
Q1
Sell
-9,792
Closed -$772K 1119
2019
Q4
$772K Buy
9,792
+2,106
+27% +$164K 0.03% 468
2019
Q3
$612K Buy
+7,686
New +$604K 0.03% 513

Other funds holding XYL