Wealthspire Advisors (Maryland)’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-382
| Closed | -$30K | – | 2137 |
|
|
2019
Q1 | $30K | Buy |
382
+9
| +2% | +$707 | ﹤0.01% | 1118 |
|
|
2018
Q4 | $25K | Buy |
373
+29
| +8% | +$1.94K | ﹤0.01% | 1123 |
|
|
2018
Q3 | $27K | Buy |
344
+12
| +4% | +$942 | ﹤0.01% | 1188 |
|
|
2018
Q2 | $22K | Hold |
332
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q1 | $26K | Buy |
332
+70
| +27% | +$5.48K | ﹤0.01% | 1216 |
|
|
2017
Q4 | $18K | Sell |
262
-72
| -22% | -$4.95K | ﹤0.01% | 1362 |
|
|
2017
Q3 | $21K | Sell |
334
-13
| -4% | -$817 | ﹤0.01% | 1292 |
|
|
2017
Q2 | $19K | Sell |
347
-50
| -13% | -$2.74K | ﹤0.01% | 1294 |
|
|
2017
Q1 | $20K | Sell |
397
-166
| -29% | -$8.36K | ﹤0.01% | 1087 |
|
|
2016
Q4 | $28K | Buy |
563
+5
| +0.9% | +$249 | ﹤0.01% | 933 |
|
|
2016
Q3 | $29K | Buy |
558
+21
| +4% | +$1.09K | ﹤0.01% | 956 |
|
|
2016
Q2 | $24K | Buy |
537
+132
| +33% | +$5.9K | ﹤0.01% | 946 |
|
|
2016
Q1 | $17K | Buy |
405
+206
| +104% | +$8.65K | ﹤0.01% | 1026 |
|
|
2015
Q4 | $7K | Buy |
+199
| New | +$7K | ﹤0.01% | 1285 |
|