Exencial Wealth Advisors’s Sprinklr CXM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-57,081
Closed -$477K 496
2025
Q1
$477K Hold
57,081
0.02% 367
2024
Q4
$482K Sell
57,081
-32,385
-36% -$274K 0.02% 361
2024
Q3
$692K Buy
+89,466
New +$692K 0.02% 314