Elite Wealth Management’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 |
-43,469
| Closed | -$775K | – | 64 |
|
|
2023
Q1 | $775K | Buy |
43,469
+3,840
| +10% | +$68.5K | 0.05% | 31 |
|
|
2022
Q4 | $411K | Sell |
39,629
-200
| -0.5% | -$2.08K | 0.04% | 40 |
|
|
2022
Q3 | $405K | Hold |
39,829
| – | – | 0.03% | 38 |
|
|
2022
Q2 | $498K | Buy |
39,829
+16,941
| +74% | +$212K | 0.08% | 35 |
|
|
2022
Q1 | $653K | Hold |
22,888
| – | – | 0.11% | 32 |
|
|
2021
Q4 | $810K | Buy |
22,888
+6,829
| +43% | +$242K | 0.11% | 30 |
|
|
2021
Q3 | $686K | Buy |
+16,059
| New | +$686K | 0.13% | 35 |
|