WFG Advisors’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 |
-5,335
| Closed | -$264K | – | 1678 |
|
|
2016
Q4 | $264K | Buy |
5,335
+250
| +5% | +$12.4K | 0.06% | 304 |
|
|
2016
Q3 | $267K | Buy |
5,085
+1
| +0% | +$53 | 0.07% | 297 |
|
|
2016
Q2 | $227K | Buy |
5,084
+1,201
| +31% | +$53.6K | 0.06% | 300 |
|
|
2016
Q1 | $159K | Sell |
3,883
-294
| -7% | -$12K | 0.05% | 358 |
|
|
2015
Q4 | $152K | Hold |
4,177
| – | – | 0.05% | 360 |
|
|
2015
Q3 | $137K | Sell |
4,177
-151
| -3% | -$4.95K | 0.04% | 380 |
|
|
2015
Q2 | $160K | Buy |
4,328
+175
| +4% | +$6.47K | 0.04% | 401 |
|
|
2015
Q1 | $145K | Sell |
4,153
-224
| -5% | -$7.82K | 0.04% | 433 |
|
|
2014
Q4 | $167K | Buy |
4,377
+2,977
| +213% | +$114K | 0.03% | 487 |
|
|
2014
Q3 | $50K | Buy |
+1,400
| New | +$50K | 0.01% | 922 |
|
|
2014
Q2 | – | Sell |
-69
| Closed | -$3K | – | 2063 |
|
|
2014
Q1 | $3K | Hold |
69
| – | – | ﹤0.01% | 1750 |
|
|
2013
Q4 | $2K | Sell |
69
-300
| -81% | -$8.7K | ﹤0.01% | 1995 |
|
|
2013
Q3 | $10K | Buy |
369
+1
| +0.3% | +$27 | ﹤0.01% | 1533 |
|
|
2013
Q2 | $10K | Buy |
+368
| New | +$10K | ﹤0.01% | 1463 |
|