TWA
TCI Wealth Advisors’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$34.3K | ﹤0.01% | 1354 |
|
|
2022
Q3 | $32K | Buy |
369
+315
| +583% | +$27.3K | 0.01% | 501 |
|
|
2022
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 1718 |
|
|
2022
Q1 | $5K | Sell |
54
-52
| -49% | -$4.82K | ﹤0.01% | 1621 |
|
|
2021
Q4 | $13K | Hold |
106
| – | – | ﹤0.01% | 996 |
|
|
2021
Q3 | $13K | Sell |
106
-22
| -17% | -$2.7K | ﹤0.01% | 929 |
|
|
2021
Q2 | $15K | Hold |
128
| – | – | ﹤0.01% | 715 |
|
|
2021
Q1 | $13K | Buy |
128
+49
| +62% | +$4.98K | 0.01% | 716 |
|
|
2020
Q4 | $8K | Sell |
79
-2
| -2% | -$203 | ﹤0.01% | 703 |
|
|
2020
Q3 | $7K | Hold |
81
| – | – | ﹤0.01% | 671 |
|
|
2020
Q2 | $5K | Sell |
81
-3
| -4% | -$185 | ﹤0.01% | 753 |
|
|
2020
Q1 | $5K | Buy |
84
+3
| +4% | +$179 | ﹤0.01% | 726 |
|
|
2019
Q4 | $6K | Hold |
81
| – | – | ﹤0.01% | 825 |
|
|
2019
Q3 | $6K | Hold |
81
| – | – | ﹤0.01% | 771 |
|
|
2019
Q2 | $7K | Hold |
81
| – | – | ﹤0.01% | 701 |
|
|
2019
Q1 | $6K | Hold |
81
| – | – | ﹤0.01% | 756 |
|
|
2018
Q4 | $5K | Sell |
81
-5
| -6% | -$309 | ﹤0.01% | 782 |
|
|
2018
Q3 | $7K | Buy |
86
+5
| +6% | +$407 | ﹤0.01% | 715 |
|
|
2018
Q2 | $5K | Hold |
81
| – | – | ﹤0.01% | 794 |
|
|
2018
Q1 | $6K | Hold |
81
| – | – | ﹤0.01% | 711 |
|
|
2017
Q4 | $6K | Hold |
81
| – | – | ﹤0.01% | 752 |
|
|
2017
Q3 | $5K | Hold |
81
| – | – | ﹤0.01% | 746 |
|
|
2017
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 832 |
|
|
2017
Q1 | $4K | Hold |
81
| – | – | ﹤0.01% | 793 |
|
|
2016
Q4 | $4K | Sell |
81
-28
| -26% | -$1.38K | ﹤0.01% | 856 |
|
|
2016
Q3 | $6K | Buy |
109
+28
| +35% | +$1.54K | ﹤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% | -$7.7K | ﹤0.01% | 750 |
|
|
2015
Q2 | $11K | Buy |
289
+203
| +236% | +$7.73K | 0.01% | 515 |
|
|
2015
Q1 | $3K | Buy |
86
+5
| +6% | +$174 | ﹤0.01% | 694 |
|
|
2014
Q4 | $3K | Hold |
81
| – | – | ﹤0.01% | 690 |
|
|
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% | 683 |
|
|
2013
Q3 | $2K | Hold |
81
| – | – | ﹤0.01% | 660 |
|
|
2013
Q2 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 620 |
|