Squar Milner Financial Services’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,094
| Closed | -$201K | – | 206 |
|
|
2020
Q2 | $201K | Sell |
3,094
-1,336
| -30% | -$86.8K | 0.11% | 206 |
|
|
2020
Q1 | $288K | Buy |
4,430
+1,193
| +37% | +$77.6K | 0.17% | 123 |
|
|
2019
Q4 | $255K | Buy |
3,237
+25
| +0.8% | +$1.97K | 0.13% | 164 |
|
|
2019
Q3 | $270K | Buy |
3,212
+1,011
| +46% | +$85K | 0.14% | 170 |
|
|
2019
Q2 | $184K | Buy |
2,201
+1,728
| +365% | +$144K | 0.12% | 175 |
|
|
2019
Q1 | $37K | Hold |
473
| – | – | 0.03% | 353 |
|
|
2018
Q4 | $32K | Hold |
473
| – | – | 0.03% | 339 |
|
|
2018
Q3 | $38K | Hold |
473
| – | – | 0.03% | 338 |
|
|
2018
Q2 | $32K | Buy |
+473
| New | +$32K | 0.03% | 415 |
|