Cetera Investment Advisers’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 |
-11,796
| Closed | -$210K | – | 2300 |
|
|
2023
Q1 | $210K | Sell |
11,796
-5,300
| -31% | -$94.5K | ﹤0.01% | 1924 |
|
|
2022
Q4 | $177K | Buy |
17,096
+5,871
| +52% | +$60.9K | ﹤0.01% | 1926 |
|
|
2022
Q3 | $114K | Sell |
11,225
-3,000
| -21% | -$30.5K | ﹤0.01% | 1571 |
|
|
2022
Q2 | $178K | Buy |
14,225
+2,180
| +18% | +$27.3K | ﹤0.01% | 1670 |
|
|
2022
Q1 | $344K | Buy |
12,045
+3,520
| +41% | +$101K | ﹤0.01% | 1403 |
|
|
2021
Q4 | $302K | Buy |
+8,525
| New | +$302K | ﹤0.01% | 1489 |
|
|
2021
Q3 | – | Sell |
-5,620
| Closed | -$215K | – | 1876 |
|
|
2021
Q2 | $215K | Buy |
+5,620
| New | +$215K | ﹤0.01% | 1629 |
|