EWM

Endowment Wealth Management’s Sprinklr CXM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-70,000	Closed	-$645K	–	133
2022 Q3	$645K	Hold	70,000	–	–	0.78%	27
2022 Q2	$708K	Buy	+70,000	New	+$708K	0.85%	24