True Wealth Design’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.31K | Buy |
72
+16
| +29% | +$2.07K | ﹤0.01% | 609 |
|
|
2025
Q1 | $6.69K | Buy |
56
+47
| +522% | +$5.62K | ﹤0.01% | 591 |
|
|
2024
Q4 | $1.05K | Buy |
9
+2
| +29% | +$232 | ﹤0.01% | 927 |
|
|
2024
Q3 | $946 | Hold |
7
| – | – | ﹤0.01% | 988 |
|
|
2024
Q2 | $950 | Buy |
7
+2
| +40% | +$271 | ﹤0.01% | 518 |
|
|
2024
Q1 | $647 | Buy |
5
+2
| +67% | +$259 | ﹤0.01% | 570 |
|
|
2023
Q4 | $344 | Hold |
3
| – | – | ﹤0.01% | 582 |
|
|
2023
Q3 | $274 | Hold |
3
| – | – | ﹤0.01% | 583 |
|
|
2023
Q2 | $338 | Hold |
3
| – | – | ﹤0.01% | 555 |
|
|
2023
Q1 | $315 | Hold |
3
| – | – | ﹤0.01% | 644 |
|
|
2022
Q4 | $332 | Buy |
+3
| New | +$332 | ﹤0.01% | 561 |
|