Allworth Financial’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-500
| Closed | -$8.92K | – | 3422 |
|
|
2023
Q1 | $8.92K | Hold |
500
| – | – | ﹤0.01% | 1830 |
|
|
2022
Q4 | $5.19K | Hold |
500
| – | – | ﹤0.01% | 1881 |
|
|
2022
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 1913 |
|
|
2022
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 1733 |
|
|
2022
Q1 | $14K | Hold |
500
| – | – | ﹤0.01% | 1390 |
|
|
2021
Q4 | $18K | Hold |
500
| – | – | ﹤0.01% | 1172 |
|
|
2021
Q3 | $21K | Buy |
+500
| New | +$21K | ﹤0.01% | 1020 |
|