SOA Wealth Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407 | Hold |
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|
2025
Q1 | $374 | Hold |
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|
2024
Q4 | $362 | Hold |
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|
2024
Q3 | $421 | Hold |
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|
2024
Q2 | $421 | Sell |
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|
2024
Q1 | $788 | Hold |
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|
2023
Q4 | $696 | Hold |
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|
2023
Q3 | $553 | Hold |
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|
2023
Q2 | $683 | Hold |
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|
2023
Q1 | $634 | Hold |
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|
2022
Q4 | $669 | Sell |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $20K | Hold |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $29K | Sell |
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|
2021
Q2 | $28K | Buy |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $16K | Buy |
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