Envestnet Asset 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 |
-46,711
| Closed | -$833K | – | 4127 |
|
|
2023
Q1 | $833K | Sell |
46,711
-33,203
| -42% | -$592K | ﹤0.01% | 2802 |
|
|
2022
Q4 | $830K | Buy |
79,914
+53,937
| +208% | +$560K | ﹤0.01% | 2781 |
|
|
2022
Q3 | $264K | Buy |
25,977
+6,647
| +34% | +$67.6K | ﹤0.01% | 3430 |
|
|
2022
Q2 | $242K | Sell |
19,330
-2,624
| -12% | -$32.9K | ﹤0.01% | 3480 |
|
|
2022
Q1 | $627K | Buy |
21,954
+3,847
| +21% | +$110K | ﹤0.01% | 2992 |
|
|
2021
Q4 | $641K | Buy |
18,107
+7,963
| +78% | +$282K | ﹤0.01% | 2916 |
|
|
2021
Q3 | $434K | Buy |
10,144
+1,156
| +13% | +$49.5K | ﹤0.01% | 3053 |
|
|
2021
Q2 | $344K | Buy |
+8,988
| New | +$344K | ﹤0.01% | 3209 |
|