Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-106
Closed -$11K 494
2021
Q1
$11K Sell
106
-1
-0.9% -$101 ﹤0.01% 387
2020
Q4
$11K Sell
107
-1
-0.9% -$94 ﹤0.01% 357
2020
Q3
$9K Buy
108
+1
+0.9% +$78 ﹤0.01% 367
2020
Q2
$7K Sell
107
-1
-0.9% -$66 ﹤0.01% 366
2020
Q1
$7K Buy
108
+1
+0.9% +$79 ﹤0.01% 327
2019
Q4
$8K Sell
107
-39
-27% -$3.04K ﹤0.01% 368
2019
Q3
$12K Buy
146
+1
+0.7% +$79 ﹤0.01% 483
2019
Q2
$12K Sell
145
-160
-52% -$12.7K ﹤0.01% 479
2019
Q1
$24K Sell
305
-192
-39% -$14K 0.01% 471
2018
Q4
$33K Buy
497
+4
+0.8% +$277 0.01% 469
2018
Q3
$39K Buy
493
+5
+1% +$373 0.01% 491
2018
Q2
$33K Buy
488
+425
+675% +$30.9K ﹤0.01% 520
2018
Q1
$820 Sell
63
-330
-84% -$24.4K 0.01% 344
2017
Q4
$27K Sell
393
-929
-70% -$61.7K ﹤0.01% 386
2017
Q3
$83K Buy
1,322
+5
+0.4% +$299 0.01% 379
2017
Q2
$73K Buy
1,317
+1,312
+26,240% +$68.3K 0.01% 403
2017
Q1
$96 Hold
5
﹤0.01% 403
2016
Q4
$96 Buy
+5
New +$253 ﹤0.01% 357

Other funds holding XYL