Charles Schwab’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 |
-580,867
| Closed | -$10.4M | – | 3719 |
|
|
2023
Q1 | $10.4M | Buy |
580,867
+4,897
| +0.9% | +$87.3K | ﹤0.01% | 1857 |
|
|
2022
Q4 | $5.98M | Buy |
575,970
+36,000
| +7% | +$374K | ﹤0.01% | 2126 |
|
|
2022
Q3 | $5.5M | Buy |
539,970
+31,197
| +6% | +$318K | ﹤0.01% | 2165 |
|
|
2022
Q2 | $6.37M | Buy |
508,773
+26,407
| +5% | +$330K | ﹤0.01% | 2080 |
|
|
2022
Q1 | $13.8M | Buy |
482,366
+19,400
| +4% | +$554K | ﹤0.01% | 1772 |
|
|
2021
Q4 | $16.4M | Buy |
462,966
+158,216
| +52% | +$5.6M | ﹤0.01% | 1725 |
|
|
2021
Q3 | $13M | Buy |
304,750
+29,452
| +11% | +$1.26M | ﹤0.01% | 1857 |
|
|
2021
Q2 | $10.5M | Buy |
275,298
+11,256
| +4% | +$431K | ﹤0.01% | 1967 |
|
|
2021
Q1 | $8.69M | Buy |
+264,042
| New | +$8.69M | ﹤0.01% | 2035 |
|