Conestoga Capital Advisors’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
Q1 | – | Sell |
-17,366
| Closed | -$180K | – | 132 |
|
2022
Q4 | $180K | Hold |
17,366
| – | – | ﹤0.01% | 132 |
|
2022
Q3 | $177K | Sell |
17,366
-265
| -2% | -$2.7K | ﹤0.01% | 135 |
|
2022
Q2 | $221K | Buy |
17,631
+2,865
| +19% | +$35.9K | ﹤0.01% | 137 |
|
2022
Q1 | $422K | Buy |
14,766
+5,190
| +54% | +$148K | 0.01% | 126 |
|
2021
Q4 | $339K | Sell |
9,576
-25
| -0.3% | -$885 | ﹤0.01% | 130 |
|
2021
Q3 | $410K | Buy |
9,601
+2,761
| +40% | +$118K | 0.01% | 127 |
|
2021
Q2 | $262K | Buy |
+6,840
| New | +$262K | ﹤0.01% | 136 |
|