Veritable’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,346
| Closed | -$377K | – | 861 |
|
|
2023
Q2 | $377K | Sell |
3,346
-3
| -0.1% | -$317 | 0.01% | 625 |
|
|
2023
Q1 | $351K | Sell |
3,349
-10
| -0.3% | -$1.04K | 0.01% | 640 |
|
|
2022
Q4 | $371K | Buy |
3,359
+561
| +20% | +$58.8K | 0.01% | 607 |
|
|
2022
Q3 | $244K | Sell |
2,798
-86
| -3% | -$7.82K | ﹤0.01% | 691 |
|
|
2022
Q2 | $225K | Buy |
2,884
+221
| +8% | +$18.2K | ﹤0.01% | 776 |
|
|
2022
Q1 | $227K | Buy |
2,663
+109
| +4% | +$10.4K | ﹤0.01% | 814 |
|
|
2021
Q4 | $306K | Sell |
2,554
-69
| -3% | -$8.56K | ﹤0.01% | 714 |
|
|
2021
Q3 | $324K | Buy |
2,623
+155
| +6% | +$19.9K | 0.01% | 667 |
|
|
2021
Q2 | $296K | Sell |
2,468
-4
| -0.2% | -$457 | ﹤0.01% | 696 |
|
|
2021
Q1 | $260K | Buy |
2,472
+6
| +0.2% | +$608 | ﹤0.01% | 702 |
|
|
2020
Q4 | $251K | Sell |
2,466
-234
| -9% | -$22K | ﹤0.01% | 682 |
|
|
2020
Q3 | $227K | Buy |
+2,700
| New | +$210K | ﹤0.01% | 660 |
|
|
2019
Q3 | – | Sell |
-2,540
| Closed | -$212K | – | 825 |
|
|
2019
Q2 | $212K | Buy |
+2,540
| New | +$202K | ﹤0.01% | 749 |
|
|
2017
Q1 | – | Sell |
-16,821
| Closed | -$833K | – | 761 |
|
|
2016
Q4 | $833K | Sell |
16,821
-5
| -0% | -$253 | 0.02% | 349 |
|
|
2016
Q3 | $883K | Buy |
16,826
+517
| +3% | +$25.4K | 0.02% | 337 |
|
|
2016
Q2 | $728K | Buy |
+16,309
| New | +$709K | 0.02% | 362 |
|
|
2015
Q1 | – | Sell |
-6,564
| Closed | -$250K | – | 973 |
|
|
2014
Q4 | $250K | Buy |
6,564
+53
| +0.8% | +$1.94K | 0.01% | 803 |
|
|
2014
Q3 | $231K | Buy |
+6,511
| New | +$242K | ﹤0.01% | 855 |
|
|
2014
Q1 | – | Sell |
-6,116
| Closed | -$212K | – | 1016 |
|
|
2013
Q4 | $212K | Buy |
+6,116
| New | +$197K | ﹤0.01% | 823 |
|