Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-232
Closed -$24.3K 2290
2023
Q1
$24.3K Buy
232
+173
+293% +$18.1K ﹤0.01% 633
2022
Q4
$6.52K Sell
59
-310
-84% -$32.5K ﹤0.01% 1354
2022
Q3
$32K Buy
369
+315
+583% +$28.6K 0.01% 501
2022
Q2
$4K Hold
54
﹤0.01% 1719
2022
Q1
$5K Sell
54
-52
-49% -$4.98K ﹤0.01% 1621
2021
Q4
$13K Hold
106
﹤0.01% 996
2021
Q3
$13K Sell
106
-22
-17% -$2.83K ﹤0.01% 944
2021
Q2
$15K Hold
128
﹤0.01% 733
2021
Q1
$13K Buy
128
+49
+62% +$4.97K 0.01% 734
2020
Q4
$8K Sell
79
-2
-2% -$188 ﹤0.01% 727
2020
Q3
$7K Hold
81
﹤0.01% 688
2020
Q2
$5K Sell
81
-3
-4% -$198 ﹤0.01% 765
2020
Q1
$5K Buy
84
+3
+4% +$236 ﹤0.01% 736
2019
Q4
$6K Hold
81
﹤0.01% 829
2019
Q3
$6K Hold
81
﹤0.01% 775
2019
Q2
$7K Hold
81
﹤0.01% 705
2019
Q1
$6K Hold
81
﹤0.01% 762
2018
Q4
$5K Sell
81
-5
-6% -$346 ﹤0.01% 790
2018
Q3
$7K Buy
86
+5
+6% +$373 ﹤0.01% 725
2018
Q2
$5K Hold
81
﹤0.01% 794
2018
Q1
$6K Hold
81
﹤0.01% 714
2017
Q4
$6K Hold
81
﹤0.01% 752
2017
Q3
$5K Hold
81
﹤0.01% 747
2017
Q2
$4K Hold
81
﹤0.01% 832
2017
Q1
$4K Hold
81
﹤0.01% 793
2016
Q4
$4K Sell
81
-28
-26% -$1.42K ﹤0.01% 856
2016
Q3
$6K Buy
109
+28
+35% +$1.37K ﹤0.01% 706
2016
Q2
$4K Hold
81
﹤0.01% 800
2016
Q1
$3K Hold
81
﹤0.01% 873
2015
Q4
$3K Hold
81
﹤0.01% 824
2015
Q3
$3K Sell
81
-208
-72% -$7K ﹤0.01% 750
2015
Q2
$11K Buy
289
+203
+236% +$7.38K 0.01% 515
2015
Q1
$3K Buy
86
+5
+6% +$176 ﹤0.01% 694
2014
Q4
$3K Hold
81
﹤0.01% 691
2014
Q3
$3K Hold
81
﹤0.01% 691
2014
Q2
$3K Hold
81
﹤0.01% 714
2014
Q1
$3K Hold
81
﹤0.01% 675
2013
Q4
$3K Hold
81
﹤0.01% 685
2013
Q3
$2K Hold
81
﹤0.01% 662
2013
Q2
$2K Buy
+81
New +$2.24K ﹤0.01% 622

Other funds holding XYL