Edmond de Rothschild Holding’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 |
-16,445
| Closed | -$171K | – | 828 |
|
|
2022
Q4 | $171K | Hold |
16,445
| – | – | ﹤0.01% | 489 |
|
|
2022
Q3 | $167K | Buy |
16,445
+7,910
| +93% | +$80.3K | ﹤0.01% | 494 |
|
|
2022
Q2 | $107K | Buy |
8,535
+361
| +4% | +$4.53K | ﹤0.01% | 574 |
|
|
2022
Q1 | $233K | Buy |
8,174
+792
| +11% | +$22.6K | 0.01% | 473 |
|
|
2021
Q4 | $261K | Buy |
+7,382
| New | +$261K | 0.01% | 499 |
|