YorkBridge Wealth Partners’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,775
| Closed | -$148K | – | 667 |
|
|
2019
Q2 | $148K | Sell |
1,775
-11
| -0.6% | -$917 | 0.07% | 229 |
|
|
2019
Q1 | $141K | Buy |
1,786
+34
| +2% | +$2.68K | 0.07% | 222 |
|
|
2018
Q4 | $117K | Sell |
1,752
-12
| -0.7% | -$801 | 0.06% | 222 |
|
|
2018
Q3 | $142K | Sell |
1,764
-18
| -1% | -$1.45K | 0.07% | 225 |
|
|
2018
Q2 | $120K | Buy |
+1,782
| New | +$120K | 0.05% | 261 |
|