USA Financial Formulas’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
-5,895
Closed -$800K 375
2024
Q2
$800K Buy
+5,895
New +$800K 0.13% 85
2022
Q3
Sell
-15
Closed -$1K 433
2022
Q2
$1K Hold
15
﹤0.01% 314
2022
Q1
$1K Hold
15
﹤0.01% 340
2021
Q4
$2K Sell
15
-7
-32% -$933 ﹤0.01% 280
2021
Q3
$3K Buy
22
+7
+47% +$955 ﹤0.01% 302
2021
Q2
$2K Buy
15
+1
+7% +$133 ﹤0.01% 330
2021
Q1
$1K Sell
14
-3
-18% -$214 ﹤0.01% 325
2020
Q4
$2K Sell
17
-21
-55% -$2.47K ﹤0.01% 244
2020
Q3
$3K Hold
38
﹤0.01% 205
2020
Q2
$2K Buy
+38
New +$2K ﹤0.01% 134
2018
Q3
Sell
-49,747
Closed -$3.83M 426
2018
Q2
$3.83M Sell
49,747
-392
-0.8% -$30.2K 0.93% 32
2018
Q1
$3.86M Sell
50,139
-5,046
-9% -$388K 0.93% 32
2017
Q4
$3.76M Buy
+55,185
New +$3.76M 0.9% 46
2017
Q1
Sell
-52,308
Closed -$2.59M 352
2016
Q4
$2.59M Sell
52,308
-10,027
-16% -$496K 0.64% 55
2016
Q3
$3.27M Buy
+62,335
New +$3.27M 0.84% 26