Commonwealth Equity Services’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 |
-53,185
| Closed | -$948 | – | 3960 |
|
|
2023
Q1 | $948 | Buy |
+53,185
| New | +$948 | ﹤0.01% | 2082 |
|
|
2021
Q4 | – | Sell |
-6,138
| Closed | -$262K | – | 3765 |
|
|
2021
Q3 | $262K | Buy |
6,138
+600
| +11% | +$25.6K | ﹤0.01% | 3046 |
|
|
2021
Q2 | $211K | Sell |
5,538
-3,431
| -38% | -$131K | ﹤0.01% | 3230 |
|
|
2021
Q1 | $295K | Buy |
+8,969
| New | +$295K | ﹤0.01% | 2783 |
|