Sterling Investment Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,375
| Closed | -$202K | – | 76 |
|
|
2022
Q1 | $202K | Hold |
2,375
| – | – | 0.14% | 70 |
|
|
2021
Q4 | $285K | Hold |
2,375
| – | – | 0.18% | 65 |
|
|
2021
Q3 | $294K | Hold |
2,375
| – | – | 0.19% | 66 |
|
|
2021
Q2 | $285K | Sell |
2,375
-1,625
| -41% | -$195K | 0.19% | 61 |
|
|
2021
Q1 | $421K | Sell |
4,000
-2,000
| -33% | -$211K | 0.29% | 52 |
|
|
2020
Q4 | $611K | Sell |
6,000
-2,000
| -25% | -$204K | 0.43% | 46 |
|
|
2020
Q3 | $673K | Buy |
+8,000
| New | +$673K | 0.5% | 47 |
|