Wealthcare Advisory Partners’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,855
| Closed | -$205K | – | 751 |
|
|
2022
Q4 | $205K | Buy |
+1,855
| New | +$205K | 0.01% | 649 |
|
|
2021
Q2 | – | Sell |
-379
| Closed | -$40K | – | 1912 |
|
|
2021
Q1 | $40K | Buy |
+379
| New | +$40K | ﹤0.01% | 953 |
|
|
2020
Q2 | – | Sell |
-393
| Closed | -$26K | – | 1393 |
|
|
2020
Q1 | $26K | Hold |
393
| – | – | ﹤0.01% | 671 |
|
|
2019
Q4 | $31K | Buy |
393
+150
| +62% | +$11.8K | ﹤0.01% | 653 |
|
|
2019
Q3 | $19K | Hold |
243
| – | – | ﹤0.01% | 768 |
|
|
2019
Q2 | $20K | Hold |
243
| – | – | ﹤0.01% | 727 |
|
|
2019
Q1 | $19K | Buy |
243
+218
| +872% | +$17K | ﹤0.01% | 680 |
|
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 1102 |
|
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1141 |
|
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1142 |
|
|
2018
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 982 |
|
|
2017
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 944 |
|