U.S. Capital Wealth Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,153
| Closed | -$974K | – | 930 |
|
|
2025
Q1 | $974K | Buy |
8,153
+285
| +4% | +$34K | 0.03% | 428 |
|
|
2024
Q4 | $913K | Buy |
7,868
+98
| +1% | +$11.4K | 0.03% | 441 |
|
|
2024
Q3 | $1.05M | Sell |
7,770
-145
| -2% | -$19.6K | 0.04% | 347 |
|
|
2024
Q2 | $1.07M | Buy |
7,915
+5
| +0.1% | +$678 | 0.04% | 335 |
|
|
2024
Q1 | $1.02M | Sell |
7,910
-8
| -0.1% | -$1.03K | 0.04% | 342 |
|
|
2023
Q4 | $906K | Sell |
7,918
-438
| -5% | -$50.1K | 0.04% | 346 |
|
|
2023
Q3 | $761K | Hold |
8,356
| – | – | 0.03% | 352 |
|
|
2023
Q2 | $941K | Buy |
8,356
+756
| +10% | +$85.1K | 0.04% | 337 |
|
|
2023
Q1 | $796K | Buy |
7,600
+100
| +1% | +$10.5K | 0.04% | 344 |
|
|
2022
Q4 | $829K | Hold |
7,500
| – | – | 0.04% | 364 |
|
|
2022
Q3 | $655K | Buy |
7,500
+198
| +3% | +$17.3K | 0.03% | 399 |
|
|
2022
Q2 | $571K | Sell |
7,302
-2,400
| -25% | -$188K | 0.03% | 433 |
|
|
2022
Q1 | $827K | Hold |
9,702
| – | – | 0.03% | 426 |
|
|
2021
Q4 | $1.16M | Hold |
9,702
| – | – | 0.05% | 368 |
|
|
2021
Q3 | $1.2M | Buy |
+9,702
| New | +$1.2M | 0.05% | 351 |
|