Advisors Asset Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,388
| Closed | -$42.6K | – | 1486 |
|
|
2023
Q1 | $42.6K | Sell |
2,388
-1,995
| -46% | -$35.6K | ﹤0.01% | 1320 |
|
|
2022
Q4 | $45.5K | Sell |
4,383
-1,049
| -19% | -$10.9K | ﹤0.01% | 1350 |
|
|
2022
Q3 | $55K | Sell |
5,432
-538
| -9% | -$5.45K | ﹤0.01% | 1341 |
|
|
2022
Q2 | $75K | Sell |
5,970
-250
| -4% | -$3.14K | ﹤0.01% | 1328 |
|
|
2022
Q1 | $178K | Buy |
6,220
+1,946
| +46% | +$55.7K | ﹤0.01% | 1254 |
|
|
2021
Q4 | $151K | Buy |
4,274
+2,945
| +222% | +$104K | ﹤0.01% | 1301 |
|
|
2021
Q3 | $57K | Buy |
+1,329
| New | +$57K | ﹤0.01% | 1351 |
|