Dimensional Fund 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 |
-201,963
| Closed | -$3.6M | – | 3543 |
|
|
2023
Q1 | $3.6M | Buy |
201,963
+92,464
| +84% | +$1.65M | ﹤0.01% | 2586 |
|
|
2022
Q4 | $1.14K | Sell |
109,499
-2,539
| -2% | -$26 | ﹤0.01% | 2869 |
|
|
2022
Q3 | $1.14M | Sell |
112,038
-1,968
| -2% | -$20K | ﹤0.01% | 2853 |
|
|
2022
Q2 | $1.43M | Buy |
114,006
+71,759
| +170% | +$898K | ﹤0.01% | 2842 |
|
|
2022
Q1 | $1.21M | Buy |
42,247
+29,734
| +238% | +$849K | ﹤0.01% | 2947 |
|
|
2021
Q4 | $443K | Buy |
12,513
+938
| +8% | +$33.2K | ﹤0.01% | 3192 |
|
|
2021
Q3 | $495K | Buy |
11,575
+1,092
| +10% | +$46.7K | ﹤0.01% | 3183 |
|
|
2021
Q2 | $401K | Buy |
10,483
+862
| +9% | +$33K | ﹤0.01% | 3208 |
|
|
2021
Q1 | $317K | Buy |
+9,621
| New | +$317K | ﹤0.01% | 3216 |
|