Spartan Planning & Wealth Management’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$105K Buy
+916
New +$105K 0.11% 89
2022
Q4
$362K Buy
+3,276
New +$362K 0.45% 36