Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-60
| Closed | – | – | 1344 |
|
|
2022
Q2 | $0 | Hold |
60
| – | – | ﹤0.01% | 1274 |
|
|
2022
Q1 | $1K | Sell |
60
-23
| -28% | -$383 | ﹤0.01% | 1075 |
|
|
2021
Q4 | $2K | Buy |
+83
| New | +$2K | ﹤0.01% | 990 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | – | – | 1164 |
|
|
2021
Q1 | $0 | Buy |
+30
| New | – | ﹤0.01% | 1176 |
|