Arete Wealth Advisors’s Sprinklr CXM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-51,614
| Closed | -$436K | – | 733 |
|
|
2024
Q4 | $436K | Sell |
51,614
-12,355
| -19% | -$104K | 0.03% | 450 |
|
|
2024
Q3 | $494K | Sell |
63,969
-25,800
| -29% | -$199K | 0.04% | 379 |
|
|
2024
Q2 | $864K | Sell |
89,769
-15,250
| -15% | -$147K | 0.07% | 265 |
|
|
2024
Q1 | $1.29M | Buy |
105,019
+38,198
| +57% | +$469K | 0.12% | 179 |
|
|
2023
Q4 | $805K | Buy |
66,821
+15,900
| +31% | +$191K | 0.06% | 297 |
|
|
2023
Q3 | $705K | Sell |
50,921
-2,000
| -4% | -$27.7K | 0.12% | 184 |
|
|
2023
Q2 | $732K | Buy |
+52,921
| New | +$732K | 0.06% | 282 |
|