Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-714
Closed -$46K 1492
2020
Q2
$46K Sell
714
-1,741
-71% -$115K ﹤0.01% 916
2020
Q1
$163K Buy
2,455
+1,637
+200% +$129K ﹤0.01% 808
2019
Q4
$65K Buy
818
+480
+142% +$37.4K ﹤0.01% 890
2019
Q3
$27K Hold
338
﹤0.01% 1035
2019
Q2
$28K Hold
338
﹤0.01% 955
2019
Q1
$27K Hold
338
﹤0.01% 956
2018
Q4
$23K Sell
338
-25
-7% -$1.73K ﹤0.01% 961
2018
Q3
$29K Buy
363
+339
+1,413% +$25.3K ﹤0.01% 944
2018
Q2
$2K Sell
24
-23
-49% -$1.67K ﹤0.01% 1206
2018
Q1
$4K Buy
+47
New +$3.48K ﹤0.01% 1129
2015
Q4
Sell
-800
Closed -$26K 1053
2015
Q3
$26K Hold
800
﹤0.01% 701
2015
Q2
$30K Hold
800
﹤0.01% 674
2015
Q1
$28K Hold
800
﹤0.01% 711
2014
Q4
$30K Hold
800
﹤0.01% 706
2014
Q3
$28K Hold
800
﹤0.01% 693
2014
Q2
$31K Hold
800
﹤0.01% 652
2014
Q1
$29K Hold
800
﹤0.01% 659
2013
Q4
$27K Hold
800
﹤0.01% 643
2013
Q3
$22K Buy
800
+300
+60% +$8K ﹤0.01% 644
2013
Q2
$14K Buy
+500
New +$13.8K ﹤0.01% 677

Other funds holding XYL