Waverton Investment Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-10,100
| Closed | -$354K | – | 108 |
|
|
2015
Q1 | $354K | Hold |
10,100
| – | – | 0.03% | 90 |
|
|
2014
Q4 | $385K | Hold |
10,100
| – | – | 0.03% | 91 |
|
|
2014
Q3 | $358K | Hold |
10,100
| – | – | 0.02% | 92 |
|
|
2014
Q2 | $395K | Hold |
10,100
| – | – | 0.03% | 92 |
|
|
2014
Q1 | $368K | Hold |
10,100
| – | – | 0.02% | 159 |
|
|
2013
Q4 | $349K | Hold |
10,100
| – | – | 0.02% | 160 |
|
|
2013
Q3 | $282K | Hold |
10,100
| – | – | 0.02% | 178 |
|
|
2013
Q2 | $272K | Buy |
+10,100
| New | +$272K | 0.02% | 83 |
|