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Summit Financial’s Xylem XYL Stock Holding History

Summit Financial’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,887
Closed -$225K – 837
2025
Q1 		$225K Sell
1,887
-3,933
-68% -$470K 0.01% 670
2024
Q4 		$675K Buy
+5,820
New +$675K 0.02% 390