A detailed history of Bergan Kdv Wealth Management, LLC transactions in Xylem Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 959 shares of XYL stock, worth $121,668. This represents 0.01% of its overall portfolio holdings.

Number of Shares
959
Previous 1,031 6.98%
Holding current value
$121,668
Previous $107,000 0.93%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$98.35 - $113.53 $7,081 - $8,174
-72 Reduced 6.98%
959 $108,000
Q4 2022

Jan 31, 2023

SELL
$86.2 - $114.96 $1,120 - $1,494
-13 Reduced 1.25%
1,031 $113,000
Q3 2022

Oct 24, 2022

SELL
$75.45 - $103.96 $1,358 - $1,871
-18 Reduced 1.69%
1,044 $91,000
Q1 2022

May 09, 2022

SELL
$82.37 - $118.13 $13,014 - $18,664
-158 Reduced 12.95%
1,062 $91,000
Q3 2021

Nov 12, 2021

BUY
$117.23 - $138.03 $11,957 - $14,079
102 Added 9.12%
1,220 $151,000
Q1 2021

May 11, 2021

BUY
$95.12 - $108.48 $1,426 - $1,627
15 Added 1.36%
1,118 $118,000
Q4 2020

Feb 04, 2021

BUY
$82.56 - $101.79 $5,696 - $7,023
69 Added 6.67%
1,103 $112,000
Q1 2020

Apr 24, 2020

BUY
$56.64 - $89.13 $283 - $445
5 Added 0.49%
1,034 $67,000
Q4 2019

Feb 10, 2020

BUY
$73.43 - $84.77 $2,129 - $2,458
29 Added 2.9%
1,029 $81,000
Q2 2018

Jul 23, 2018

BUY
$66.27 - $79.27 $66,270 - $79,270
1,000 New
1,000 $67,000

Others Institutions Holding XYL

About Xylem Inc.


  • Ticker XYL
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 180,182,000
  • Market Cap $22.9B
  • Description
  • Xylem Inc., together with its subsidiaries, engages in the design, manufacture, and servicing of engineered products and solutions for the water and wastewater applications in the United States, Europe, the Asia Pacific, and internationally. It operates through three segments: Water Infrastructure, Applied Water, and Measurement & Control So...
More about XYL
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.