West Oak Capital’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,500
| Closed | -$74.3K | – | 391 |
|
|
2016
Q4 | $74.3K | Hold |
1,500
| – | – | 0.05% | 158 |
|
|
2016
Q3 | $78.7K | Hold |
1,500
| – | – | 0.05% | 150 |
|
|
2016
Q2 | $67K | Hold |
1,500
| – | – | 0.05% | 150 |
|
|
2016
Q1 | $61.4K | Hold |
1,500
| – | – | 0.05% | 140 |
|
|
2015
Q4 | $54.8K | Hold |
1,500
| – | – | 0.04% | 146 |
|
|
2015
Q3 | $49.3K | Hold |
1,500
| – | – | 0.04% | 151 |
|
|
2015
Q2 | $55.6K | Hold |
1,500
| – | – | 0.04% | 145 |
|
|
2015
Q1 | $52.5K | Hold |
1,500
| – | – | 0.04% | 150 |
|
|
2014
Q4 | $57.1K | Hold |
1,500
| – | – | 0.04% | 143 |
|
|
2014
Q3 | $53.2K | Hold |
1,500
| – | – | 0.04% | 143 |
|
|
2014
Q2 | $58.6K | Hold |
1,500
| – | – | 0.04% | 141 |
|
|
2014
Q1 | $54.6K | Hold |
1,500
| – | – | 0.04% | 141 |
|
|
2013
Q4 | $51.9K | Hold |
1,500
| – | – | 0.04% | 144 |
|
|
2013
Q3 | $41.9K | Hold |
1,500
| – | – | 0.03% | 150 |
|
|
2013
Q2 | $40.4K | Buy |
+1,500
| New | +$40.4K | 0.03% | 147 |
|