WealthPLAN Partners’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 |
-133
| Closed | -$15K | – | 1210 |
|
|
2023
Q2 | $15K | Buy |
+133
| New | +$15K | ﹤0.01% | 730 |
|
|
2023
Q1 | – | Sell |
-3,793
| Closed | -$407K | – | 1331 |
|
|
2022
Q4 | $407K | Buy |
+3,793
| New | +$407K | 0.03% | 279 |
|
|
2022
Q1 | $309K | Hold |
3,838
| – | – | 0.02% | 313 |
|
|
2021
Q4 | $403K | Hold |
3,838
| – | – | 0.03% | 277 |
|
|
2021
Q3 | $477K | Hold |
3,838
| – | – | 0.03% | 257 |
|
|
2021
Q2 | $500K | Buy |
3,838
+13
| +0.3% | +$1.69K | 0.04% | 236 |
|
|
2021
Q1 | $444K | Hold |
3,825
| – | – | 0.03% | 236 |
|
|
2020
Q4 | $372K | Hold |
3,825
| – | – | 0.03% | 244 |
|
|
2020
Q3 | $353K | Sell |
3,825
-108
| -3% | -$9.97K | 0.03% | 231 |
|
|
2020
Q2 | $313K | Buy |
3,933
+108
| +3% | +$8.6K | 0.03% | 231 |
|
|
2020
Q1 | $225K | Hold |
3,825
| – | – | 0.03% | 223 |
|
|
2019
Q4 | $341K | Hold |
3,825
| – | – | 0.04% | 185 |
|
|
2019
Q3 | $290K | Hold |
3,825
| – | – | 0.04% | 192 |
|
|
2019
Q2 | $295K | Hold |
3,825
| – | – | 0.04% | 189 |
|
|
2019
Q1 | $292K | Hold |
3,825
| – | – | 0.05% | 205 |
|
|
2018
Q4 | $283K | Hold |
3,825
| – | – | 0.05% | 200 |
|
|
2018
Q3 | $257K | Hold |
3,825
| – | – | 0.05% | 204 |
|
|
2018
Q2 | $258K | Hold |
3,825
| – | – | 0.05% | 206 |
|
|
2018
Q1 | $294K | Hold |
3,825
| – | – | 0.06% | 213 |
|
|
2017
Q4 | $261K | Sell |
3,825
-1,000
| -21% | -$68.2K | 0.07% | 173 |
|
|
2017
Q3 | $302K | Hold |
4,825
| – | – | 0.08% | 145 |
|
|
2017
Q2 | $267K | Buy |
+4,825
| New | +$267K | 0.08% | 146 |
|
|
2016
Q3 | $259K | Sell |
4,958
-133
| -3% | -$6.95K | 0.08% | 127 |
|
|
2016
Q2 | $221K | Buy |
+5,091
| New | +$221K | 0.03% | 350 |
|
|
2015
Q4 | $176K | Buy |
+14,475
| New | +$176K | 0.03% | 290 |
|