Yorktown Management & Research Company’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,350
| Closed | -$340K | – | 230 |
|
|
2022
Q2 | $340K | Hold |
4,350
| – | – | 0.44% | 102 |
|
|
2022
Q1 | $371K | Hold |
4,350
| – | – | 0.31% | 131 |
|
|
2021
Q4 | $522K | Hold |
4,350
| – | – | 0.35% | 114 |
|
|
2021
Q3 | $538K | Hold |
4,350
| – | – | 0.4% | 85 |
|
|
2021
Q2 | $522K | Hold |
4,350
| – | – | 0.41% | 80 |
|
|
2021
Q1 | $458K | Hold |
4,350
| – | – | 0.38% | 89 |
|
|
2020
Q4 | $443K | Hold |
4,350
| – | – | 0.4% | 106 |
|
|
2020
Q3 | $366K | Hold |
4,350
| – | – | 0.34% | 133 |
|
|
2020
Q2 | $283K | Sell |
4,350
-3,850
| -47% | -$250K | 0.25% | 210 |
|
|
2020
Q1 | $534K | Buy |
8,200
+3,100
| +61% | +$202K | 0.54% | 50 |
|
|
2019
Q4 | $402K | Buy |
5,100
+1,700
| +50% | +$134K | 0.22% | 146 |
|
|
2019
Q3 | $271K | Buy |
+3,400
| New | +$271K | 0.15% | 198 |
|
|
2017
Q1 | – | Sell |
-4,800
| Closed | -$238K | – | 377 |
|
|
2016
Q4 | $238K | Buy |
+4,800
| New | +$238K | 0.06% | 282 |
|