WR Wealth Planners’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.25K | Buy |
28
+3
| +12% | +$348 | ﹤0.01% | 774 |
|
|
2024
Q3 | $3.38K | Buy |
25
+9
| +56% | +$1.22K | ﹤0.01% | 808 |
|
|
2024
Q2 | $2.17K | Buy |
16
+6
| +60% | +$814 | ﹤0.01% | 871 |
|
|
2024
Q1 | $1.29K | Buy |
+10
| New | +$1.29K | ﹤0.01% | 939 |
|
|
2023
Q4 | – | Sell |
-170
| Closed | -$15.5K | – | 884 |
|
|
2023
Q3 | $15.5K | Sell |
170
-2,666
| -94% | -$243K | 0.01% | 467 |
|
|
2023
Q2 | $319K | Buy |
2,836
+855
| +43% | +$96.3K | 0.12% | 128 |
|
|
2023
Q1 | $207K | Buy |
1,981
+65
| +3% | +$6.81K | 0.09% | 150 |
|
|
2022
Q4 | $212K | Sell |
1,916
-433
| -18% | -$47.9K | 0.13% | 110 |
|
|
2022
Q3 | $205K | Buy |
2,349
+166
| +8% | +$14.5K | 0.14% | 103 |
|
|
2022
Q2 | $171K | Buy |
2,183
+58
| +3% | +$4.53K | 0.11% | 105 |
|
|
2022
Q1 | $181K | Buy |
+2,125
| New | +$181K | 0.11% | 108 |
|