Valley National Advisers’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30K | Buy |
234
+14
| +6% | +$1.8K | ﹤0.01% | 438 |
|
2025
Q1 | $26K | Buy |
220
+101
| +85% | +$11.9K | ﹤0.01% | 453 |
|
2024
Q4 | $13K | Hold |
119
| – | – | ﹤0.01% | 514 |
|
2024
Q3 | $16K | Hold |
119
| – | – | ﹤0.01% | 468 |
|
2024
Q2 | $16K | Buy |
119
+1
| +0.8% | +$134 | ﹤0.01% | 543 |
|
2024
Q1 | $15K | Hold |
118
| – | – | ﹤0.01% | 572 |
|
2023
Q4 | $13K | Hold |
118
| – | – | ﹤0.01% | 611 |
|
2023
Q3 | $11K | Buy |
118
+1
| +0.9% | +$93 | ﹤0.01% | 593 |
|
2023
Q2 | $14K | Hold |
117
| – | – | ﹤0.01% | 555 |
|
2023
Q1 | $12K | Hold |
117
| – | – | ﹤0.01% | 569 |
|
2022
Q4 | $13K | Buy |
117
+1
| +0.9% | +$111 | ﹤0.01% | 548 |
|
2022
Q3 | $11K | Hold |
116
| – | – | ﹤0.01% | 577 |
|
2022
Q2 | $9K | Buy |
116
+1
| +0.9% | +$78 | ﹤0.01% | 590 |
|
2022
Q1 | $10K | Hold |
115
| – | – | ﹤0.01% | 605 |
|
2021
Q4 | $14K | Hold |
115
| – | – | ﹤0.01% | 557 |
|
2021
Q3 | $14K | Hold |
115
| – | – | ﹤0.01% | 540 |
|
2021
Q2 | $14K | Buy |
115
+1
| +0.9% | +$122 | ﹤0.01% | 538 |
|
2021
Q1 | $12K | Hold |
114
| – | – | ﹤0.01% | 517 |
|
2020
Q4 | $12K | Hold |
114
| – | – | ﹤0.01% | 501 |
|
2020
Q3 | $10K | Buy |
114
+1
| +0.9% | +$88 | ﹤0.01% | 483 |
|
2020
Q2 | $7K | Hold |
113
| – | – | ﹤0.01% | 526 |
|
2020
Q1 | $7K | Buy |
113
+1
| +0.9% | +$62 | ﹤0.01% | 517 |
|
2019
Q4 | $9K | Hold |
112
| – | – | ﹤0.01% | 545 |
|
2019
Q3 | $9K | Hold |
112
| – | – | ﹤0.01% | 523 |
|
2019
Q2 | $9K | Buy |
112
+1
| +0.9% | +$80 | ﹤0.01% | 495 |
|
2019
Q1 | $9K | Buy |
+111
| New | +$9K | ﹤0.01% | 493 |
|
2017
Q1 | – | Sell |
-51
| Closed | -$3K | – | 683 |
|
2016
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 547 |
|
2016
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 514 |
|
2016
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 545 |
|
2016
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 541 |
|
2015
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 548 |
|
2015
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 545 |
|
2015
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 549 |
|
2015
Q1 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 511 |
|