TrueWealth LLC’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-77
| Closed | -$6K | – | 802 |
|
|
2019
Q4 | $6K | Hold |
77
| – | – | ﹤0.01% | 554 |
|
|
2019
Q3 | $6K | Hold |
77
| – | – | ﹤0.01% | 550 |
|
|
2019
Q2 | $6K | Hold |
77
| – | – | ﹤0.01% | 551 |
|
|
2019
Q1 | $6K | Hold |
77
| – | – | ﹤0.01% | 555 |
|
|
2018
Q4 | $5K | Hold |
77
| – | – | ﹤0.01% | 564 |
|
|
2018
Q3 | $6K | Hold |
77
| – | – | ﹤0.01% | 589 |
|
|
2018
Q2 | $5K | Hold |
77
| – | – | ﹤0.01% | 630 |
|
|
2018
Q1 | $6K | Hold |
77
| – | – | ﹤0.01% | 554 |
|
|
2017
Q4 | $5K | Buy |
+77
| New | +$5K | ﹤0.01% | 673 |
|