Valley Wealth Managers’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-320
| Closed | -$16K | – | 189 |
|
|
2017
Q1 | $16K | Sell |
320
-400
| -56% | -$20K | ﹤0.01% | 167 |
|
|
2016
Q4 | $36K | Hold |
720
| – | – | 0.01% | 145 |
|
|
2016
Q3 | $38K | Hold |
720
| – | – | 0.01% | 146 |
|
|
2016
Q2 | $32K | Buy |
+720
| New | +$32K | ﹤0.01% | 152 |
|
|
2013
Q3 | – | Sell |
-76,737
| Closed | -$2.07M | – | 105 |
|
|
2013
Q2 | $2.07M | Buy |
+76,737
| New | +$2.07M | 0.47% | 48 |
|