AWA
XM

Arkadios Wealth Advisors’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Arkadios Wealth Advisors’s Portfolio XM Stock Details XM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,494
Closed -$149K – 1884
2021
Q3 		$149K Buy
3,494
+1,187
+51% +$50.6K 0.02% 582
2021
Q2 		$88K Buy
2,307
+15
+0.7% +$572 0.01% 754
2021
Q1 		$75K Buy
+2,292
New +$75K 0.01% 594