Transform Wealth’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,548
| Closed | -$279K | – | 203 |
|
|
2017
Q1 | $279K | Sell |
5,548
-100
| -2% | -$5.03K | 0.1% | 183 |
|
|
2016
Q4 | $280K | Buy |
5,648
+850
| +18% | +$42.1K | 0.11% | 180 |
|
|
2016
Q3 | $252K | Sell |
4,798
-850
| -15% | -$44.6K | 0.11% | 181 |
|
|
2016
Q2 | $252K | Buy |
+5,648
| New | +$252K | 0.11% | 188 |
|