VFA
Values First Advisors’s Xylem XYL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1
| Closed | -$60 | – | 378 |
|
2023
Q1 | $60 | Buy |
+1
| New | +$60 | ﹤0.01% | 351 |
|
2020
Q3 | – | Sell |
-6,455
| Closed | -$419K | – | 147 |
|
2020
Q2 | $419K | Sell |
6,455
-433
| -6% | -$28.1K | 0.41% | 83 |
|
2020
Q1 | $449K | Buy |
6,888
+755
| +12% | +$49.2K | 0.54% | 60 |
|
2019
Q4 | $483K | Buy |
+6,133
| New | +$483K | 0.47% | 71 |
|