TRUE Private Wealth Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,956
| Closed | -$265K | – | 287 |
|
|
2024
Q2 | $265K | Buy |
1,956
+1
| +0.1% | +$136 | 0.03% | 238 |
|
|
2024
Q1 | $253K | Hold |
1,955
| – | – | 0.03% | 253 |
|
|
2023
Q4 | $224K | Buy |
+1,955
| New | +$224K | 0.03% | 264 |
|
|
2023
Q3 | – | Sell |
-2,140
| Closed | -$241K | – | 272 |
|
|
2023
Q2 | $241K | Buy |
2,140
+56
| +3% | +$6.31K | 0.04% | 205 |
|
|
2023
Q1 | $218K | Hold |
2,084
| – | – | 0.03% | 211 |
|
|
2022
Q4 | $230K | Buy |
+2,084
| New | +$230K | 0.04% | 199 |
|
|
2022
Q1 | – | Sell |
-2,123
| Closed | -$254K | – | 279 |
|
|
2021
Q4 | $254K | Buy |
2,123
+168
| +9% | +$20.1K | 0.04% | 221 |
|
|
2021
Q3 | $241K | Hold |
1,955
| – | – | 0.04% | 211 |
|
|
2021
Q2 | $234K | Sell |
1,955
-276
| -12% | -$33K | 0.03% | 206 |
|
|
2021
Q1 | $235K | Buy |
2,231
+276
| +14% | +$29.1K | 0.04% | 204 |
|
|
2020
Q4 | $198K | Hold |
1,955
| – | – | 0.03% | 200 |
|
|
2020
Q3 | $164K | Hold |
1,955
| – | – | 0.03% | 201 |
|
|
2020
Q2 | $126K | Hold |
1,955
| – | – | 0.02% | 216 |
|
|
2020
Q1 | $127K | Hold |
1,955
| – | – | 0.03% | 183 |
|
|
2019
Q4 | $154K | Buy |
+1,955
| New | +$154K | 0.02% | 245 |
|
|
2018
Q4 | – | Sell |
-304
| Closed | -$24.3K | – | 937 |
|
|
2018
Q3 | $24.3K | Buy |
+304
| New | +$24.3K | ﹤0.01% | 571 |
|