SWA
SOA Wealth Advisors’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407 | Hold |
3
| – | – | ﹤0.01% | 789 |
|
|
2025
Q1 | $374 | Hold |
3
| – | – | ﹤0.01% | 801 |
|
|
2024
Q4 | $362 | Hold |
3
| – | – | ﹤0.01% | 795 |
|
|
2024
Q3 | $421 | Hold |
3
| – | – | ﹤0.01% | 757 |
|
|
2024
Q2 | $421 | Sell |
3
-3
| -50% | -$421 | ﹤0.01% | 774 |
|
|
2024
Q1 | $788 | Hold |
6
| – | – | ﹤0.01% | 783 |
|
|
2023
Q4 | $696 | Hold |
6
| – | – | ﹤0.01% | 781 |
|
|
2023
Q3 | $553 | Hold |
6
| – | – | ﹤0.01% | 816 |
|
|
2023
Q2 | $683 | Hold |
6
| – | – | ﹤0.01% | 809 |
|
|
2023
Q1 | $634 | Hold |
6
| – | – | ﹤0.01% | 826 |
|
|
2022
Q4 | $669 | Sell |
6
-3
| -33% | -$335 | ﹤0.01% | 829 |
|
|
2022
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1012 |
|
|
2022
Q2 | $0 | Sell |
9
-229
| -96% | – | ﹤0.01% | 1058 |
|
|
2022
Q1 | $20K | Hold |
238
| – | – | ﹤0.01% | 471 |
|
|
2021
Q4 | $28K | Hold |
238
| – | – | 0.01% | 391 |
|
|
2021
Q3 | $29K | Sell |
238
-3
| -1% | -$366 | 0.01% | 390 |
|
|
2021
Q2 | $28K | Buy |
241
+91
| +61% | +$10.6K | 0.01% | 403 |
|
|
2021
Q1 | $15K | Sell |
150
-14
| -9% | -$1.4K | ﹤0.01% | 451 |
|
|
2020
Q4 | $16K | Buy |
+164
| New | +$16K | ﹤0.01% | 445 |
|