Envestnet Asset Management’s Sprinklr CXM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-42,619
| Closed | -$329K | – | 4323 |
|
|
2024
Q3 | $329K | Sell |
42,619
-19,458
| -31% | -$150K | ﹤0.01% | 3769 |
|
|
2024
Q2 | $597K | Sell |
62,077
-6,120
| -9% | -$58.9K | ﹤0.01% | 3352 |
|
|
2024
Q1 | $837K | Buy |
68,197
+50,051
| +276% | +$614K | ﹤0.01% | 3142 |
|
|
2023
Q4 | $218K | Buy |
+18,146
| New | +$218K | ﹤0.01% | 3787 |
|
|
2022
Q1 | – | Sell |
-41,000
| Closed | -$651K | – | 3959 |
|
|
2021
Q4 | $651K | Buy |
+41,000
| New | +$651K | ﹤0.01% | 2905 |
|