USCA RIA’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $1.15M | Buy |
9,602
+50
| +0.5% | +$6K | 0.07% | 288 |
|
2021
Q1 | $1.01M | Buy |
9,552
+50
| +0.5% | +$5.26K | 0.07% | 298 |
|
2020
Q4 | $967K | Hold |
9,502
| – | – | 0.07% | 238 |
|
2020
Q3 | $799K | Buy |
9,502
+300
| +3% | +$25.2K | 0.06% | 231 |
|
2020
Q2 | $598K | Hold |
9,202
| – | – | 0.05% | 268 |
|
2020
Q1 | $599K | Sell |
9,202
-243
| -3% | -$15.8K | 0.07% | 244 |
|
2019
Q4 | $744K | Hold |
9,445
| – | – | 0.07% | 278 |
|
2019
Q3 | $752K | Sell |
9,445
-399
| -4% | -$31.8K | 0.07% | 261 |
|
2019
Q2 | $823K | Buy |
9,844
+1,843
| +23% | +$154K | 0.08% | 245 |
|
2019
Q1 | $632K | Hold |
8,001
| – | – | 0.07% | 257 |
|
2018
Q4 | $534K | Hold |
8,001
| – | – | 0.07% | 257 |
|
2018
Q3 | $639K | Buy |
8,001
+201
| +3% | +$16.1K | 0.07% | 277 |
|
2018
Q2 | $526K | Buy |
7,800
+200
| +3% | +$13.5K | 0.06% | 292 |
|
2018
Q1 | $585K | Buy |
7,600
+500
| +7% | +$38.5K | 0.06% | 275 |
|
2017
Q4 | $484K | Hold |
7,100
| – | – | 0.05% | 304 |
|
2017
Q3 | $394K | Hold |
7,100
| – | – | 0.05% | 319 |
|
2017
Q2 | $394K | Buy |
7,100
+900
| +15% | +$49.9K | 0.05% | 321 |
|
2017
Q1 | $311K | Buy |
+6,200
| New | +$311K | 0.05% | 336 |
|