Valeo Financial 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 |
-1,888
| Closed | -$226K | – | 782 |
|
|
2025
Q1 | $226K | Buy |
1,888
+33
| +2% | +$3.94K | 0.01% | 609 |
|
|
2024
Q4 | $215K | Buy |
1,855
+23
| +1% | +$2.67K | 0.01% | 627 |
|
|
2024
Q3 | $247K | Buy |
1,832
+24
| +1% | +$3.24K | 0.01% | 585 |
|
|
2024
Q2 | $245K | Buy |
+1,808
| New | +$245K | 0.01% | 553 |
|
|
2021
Q2 | – | Sell |
-449
| Closed | -$47K | – | 1762 |
|
|
2021
Q1 | $47K | Sell |
449
-184
| -29% | -$19.3K | ﹤0.01% | 863 |
|
|
2020
Q4 | $64K | Buy |
633
+210
| +50% | +$21.2K | ﹤0.01% | 680 |
|
|
2020
Q3 | $36K | Sell |
423
-48
| -10% | -$4.09K | ﹤0.01% | 733 |
|
|
2020
Q2 | $31K | Buy |
471
+90
| +24% | +$5.92K | ﹤0.01% | 866 |
|
|
2020
Q1 | $26K | Sell |
381
-39
| -9% | -$2.66K | ﹤0.01% | 792 |
|
|
2019
Q4 | $33K | Hold |
420
| – | – | ﹤0.01% | 775 |
|
|
2019
Q3 | $33K | Buy |
420
+350
| +500% | +$27.5K | ﹤0.01% | 708 |
|
|
2019
Q2 | $6K | Sell |
70
-60
| -46% | -$5.14K | ﹤0.01% | 1169 |
|
|
2019
Q1 | $10K | Hold |
130
| – | – | ﹤0.01% | 969 |
|
|
2018
Q4 | $9K | Sell |
130
-69
| -35% | -$4.78K | ﹤0.01% | 914 |
|
|
2018
Q3 | $13K | Buy |
199
+69
| +53% | +$4.51K | ﹤0.01% | 888 |
|
|
2018
Q2 | $10K | Buy |
130
+70
| +117% | +$5.39K | ﹤0.01% | 941 |
|
|
2018
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 1158 |
|
|
2017
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 1085 |
|