Sterling Investment Advisors (Pennsylvania)’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-134
| Closed | -$10K | – | 540 |
|
|
2022
Q2 | $10K | Sell |
134
-65
| -33% | -$4.85K | ﹤0.01% | 404 |
|
|
2022
Q1 | $17K | Hold |
199
| – | – | ﹤0.01% | 382 |
|
|
2021
Q4 | $24K | Hold |
199
| – | – | 0.01% | 349 |
|
|
2021
Q3 | $25K | Hold |
199
| – | – | 0.01% | 335 |
|
|
2021
Q2 | $24K | Hold |
199
| – | – | 0.01% | 334 |
|
|
2021
Q1 | $21K | Buy |
199
+65
| +49% | +$6.86K | 0.01% | 333 |
|
|
2020
Q4 | $14K | Hold |
134
| – | – | ﹤0.01% | 338 |
|
|
2020
Q3 | $11K | Hold |
134
| – | – | ﹤0.01% | 342 |
|
|
2020
Q2 | $8K | Buy |
+134
| New | +$8K | ﹤0.01% | 361 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$22K | – | 375 |
|
|
2017
Q2 | $22K | Hold |
400
| – | – | 0.01% | 248 |
|
|
2017
Q1 | $20K | Hold |
400
| – | – | 0.01% | 249 |
|
|
2016
Q4 | $20K | Buy |
+400
| New | +$20K | 0.02% | 219 |
|