WealthPlan Investment Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Hold |
3,400
| – | – | 0.03% | 249 |
|
|
2025
Q1 | $406K | Hold |
3,400
| – | – | 0.04% | 192 |
|
|
2024
Q4 | $394K | Sell |
3,400
-40
| -1% | -$4.64K | 0.04% | 193 |
|
|
2024
Q3 | $465K | Buy |
3,440
+40
| +1% | +$5.4K | 0.05% | 163 |
|
|
2024
Q2 | $461K | Sell |
3,400
-200
| -6% | -$27.1K | 0.07% | 123 |
|
|
2024
Q1 | $465K | Hold |
3,600
| – | – | 0.07% | 125 |
|
|
2023
Q4 | $412K | Hold |
3,600
| – | – | 0.07% | 130 |
|
|
2023
Q3 | $328K | Buy |
3,600
+500
| +16% | +$45.5K | 0.06% | 138 |
|
|
2023
Q2 | $349K | Sell |
3,100
-500
| -14% | -$56.3K | 0.1% | 107 |
|
|
2023
Q1 | $377K | Sell |
3,600
-193
| -5% | -$20.2K | 0.06% | 131 |
|
|
2022
Q4 | $406K | Sell |
3,793
-32
| -0.8% | -$3.43K | 0.03% | 278 |
|
|
2022
Q3 | $424K | Buy |
+3,825
| New | +$424K | 0.03% | 265 |
|
|
2022
Q1 | $309K | Buy |
+3,838
| New | +$309K | 0.02% | 313 |
|