Strategic Wealth Partners’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-771
| Closed | -$59 | – | 525 |
|
|
2019
Q3 | $59 | Hold |
771
| – | – | ﹤0.01% | 294 |
|
|
2019
Q2 | $64K | Sell |
771
-719
| -48% | -$59.7K | 0.03% | 212 |
|
|
2019
Q1 | $120K | Buy |
1,490
+1,437
| +2,711% | +$116K | 0.06% | 167 |
|
|
2018
Q4 | $4K | Hold |
53
| – | – | ﹤0.01% | 600 |
|
|
2018
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 581 |
|
|
2018
Q2 | $4K | Hold |
53
| – | – | ﹤0.01% | 663 |
|
|
2018
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 681 |
|
|
2017
Q4 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 644 |
|