Benjamin F. Edwards & Company’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 |
-5,366
| Closed | -$96K | – | 1870 |
|
|
2023
Q1 | $96K | Buy |
5,366
+10
| +0.2% | +$179 | ﹤0.01% | 924 |
|
|
2022
Q4 | $56K | Sell |
5,356
-43
| -0.8% | -$450 | ﹤0.01% | 1055 |
|
|
2022
Q3 | $55K | Buy |
5,399
+4,168
| +339% | +$42.5K | ﹤0.01% | 1030 |
|
|
2022
Q2 | $15K | Sell |
1,231
-3,426
| -74% | -$41.7K | ﹤0.01% | 1301 |
|
|
2022
Q1 | $133K | Buy |
4,657
+670
| +17% | +$19.1K | 0.01% | 795 |
|
|
2021
Q4 | $141K | Buy |
3,987
+1,138
| +40% | +$40.2K | 0.01% | 796 |
|
|
2021
Q3 | $122K | Sell |
2,849
-899
| -24% | -$38.5K | 0.01% | 805 |
|
|
2021
Q2 | $143K | Buy |
3,748
+3,540
| +1,702% | +$135K | 0.01% | 746 |
|
|
2021
Q1 | $7K | Buy |
+208
| New | +$7K | ﹤0.01% | 1451 |
|