Waldron Private Wealth’s Xylem XYL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,882	Closed	-$550K	–	400
2023 Q2	$550K	Buy	4,882 +2,177	+80%	+$245K	0.03%	215
2023 Q1	$283K	Buy	+2,705	New	+$283K	0.01%	336