Carson Wealth (CWM LLC)’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-290
| Closed | -$5K | – | 4558 |
|
|
2023
Q1 | $5K | Hold |
290
| – | – | ﹤0.01% | 3341 |
|
|
2022
Q4 | $3K | Hold |
290
| – | – | ﹤0.01% | 3480 |
|
|
2022
Q3 | $3K | Hold |
290
| – | – | ﹤0.01% | 3389 |
|
|
2022
Q2 | $4K | Hold |
290
| – | – | ﹤0.01% | 3142 |
|
|
2022
Q1 | $8K | Hold |
290
| – | – | ﹤0.01% | 2653 |
|
|
2021
Q4 | $10K | Buy |
+290
| New | +$10K | ﹤0.01% | 2370 |
|
|
2021
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2209 |
|
|
2021
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 2209 |
|
|
2020
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 2209 |
|
|
2020
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 2209 |
|
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2209 |
|
|
2020
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 2209 |
|
|
2019
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 2209 |
|
|
2019
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 2209 |
|
|
2019
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2209 |
|
|
2019
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2209 |
|