Westbourne Investment Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+1,555
| New | +$201K | 0.06% | 105 |
|
|
2019
Q3 | – | Sell |
-2,725
| Closed | -$228K | – | 98 |
|
|
2019
Q2 | $228K | Sell |
2,725
-805
| -23% | -$67.4K | 0.18% | 85 |
|
|
2019
Q1 | $279K | Sell |
3,530
-380
| -10% | -$30K | 0.21% | 80 |
|
|
2018
Q4 | $261K | Sell |
3,910
-650
| -14% | -$43.4K | 0.22% | 79 |
|
|
2018
Q3 | $364K | Sell |
4,560
-325
| -7% | -$25.9K | 0.26% | 75 |
|
|
2018
Q2 | $329K | Buy |
4,885
+170
| +4% | +$11.4K | 0.28% | 75 |
|
|
2018
Q1 | $363K | Sell |
4,715
-1,020
| -18% | -$78.5K | 0.29% | 82 |
|
|
2017
Q4 | $391K | Sell |
5,735
-345
| -6% | -$23.5K | 0.3% | 78 |
|
|
2017
Q3 | $381K | Sell |
6,080
-40
| -0.7% | -$2.51K | 0.3% | 74 |
|
|
2017
Q2 | $339K | Buy |
+6,120
| New | +$339K | 0.28% | 79 |
|