Crewe 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
Q2 | – | Sell |
-16,635
| Closed | -$297K | – | 1030 |
|
|
2023
Q1 | $297K | Hold |
16,635
| – | – | 0.04% | 122 |
|
|
2022
Q4 | $173K | Sell |
16,635
-20,684
| -55% | -$215K | 0.03% | 169 |
|
|
2022
Q3 | $380K | Sell |
37,319
-7,000
| -16% | -$71.3K | 0.07% | 88 |
|
|
2022
Q2 | $554K | Hold |
44,319
| – | – | 0.12% | 52 |
|
|
2022
Q1 | $1.27M | Buy |
44,319
+7,000
| +19% | +$200K | 0.25% | 29 |
|
|
2021
Q4 | $1.32M | Buy |
37,319
+2,800
| +8% | +$99.1K | 0.27% | 27 |
|
|
2021
Q3 | $1.48M | Hold |
34,519
| – | – | 0.35% | 23 |
|
|
2021
Q2 | $1.32M | Buy |
34,519
+33,378
| +2,925% | +$1.28M | 0.33% | 24 |
|
|
2021
Q1 | $38K | Buy |
+1,141
| New | +$38K | 0.01% | 167 |
|