WWA
WCG Wealth Advisors’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,874
| Closed | -$1.14M | – | 188 |
|
|
2023
Q1 | $1.14M | Sell |
10,874
-396
| -4% | -$41.4K | 0.15% | 104 |
|
|
2022
Q4 | $1.25M | Sell |
11,270
-933
| -8% | -$103K | 0.17% | 95 |
|
|
2022
Q3 | $1.08M | Sell |
12,203
-483
| -4% | -$42.6K | 0.14% | 115 |
|
|
2022
Q2 | $992K | Buy |
+12,686
| New | +$992K | 0.14% | 118 |
|