Evoke Wealth’s Sprinklr CXM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-37,704
| Closed | -$521K | – | 379 |
|
2023
Q2 | $521K | Hold |
37,704
| – | – | 0.02% | 213 |
|
2023
Q1 | $489K | Hold |
37,704
| – | – | 0.02% | 216 |
|
2022
Q4 | $308K | Hold |
37,704
| – | – | 0.01% | 278 |
|
2022
Q3 | $348K | Buy |
37,704
+28,027
| +290% | +$259K | 0.01% | 249 |
|
2022
Q2 | $98K | Buy |
+9,677
| New | +$98K | ﹤0.01% | 418 |
|