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Whipplewood Advisors’s Xylem XYL Stock Holding History

Whipplewood Advisors’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$58.2K Sell
450
-7
-2% -$906 0.03% 297
2025
Q1 		$53.8K Buy
457
+7
+2% +$823 0.03% 299
2024
Q4 		$52.2K Buy
+450
New +$52.2K 0.03% 311