First Trust Advisors’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 |
-1,103,027
| Closed | -$19.7M | – | 2476 |
|
|
2023
Q1 | $19.7M | Sell |
1,103,027
-720,924
| -40% | -$12.9M | 0.02% | 737 |
|
|
2022
Q4 | $18.9M | Buy |
1,823,951
+26,022
| +1% | +$270K | 0.02% | 743 |
|
|
2022
Q3 | $18.3M | Buy |
1,797,929
+221,260
| +14% | +$2.25M | 0.02% | 717 |
|
|
2022
Q2 | $19.7M | Buy |
1,576,669
+538,138
| +52% | +$6.73M | 0.02% | 712 |
|
|
2022
Q1 | $29.7M | Buy |
+1,038,531
| New | +$29.7M | 0.03% | 655 |
|
|
2021
Q4 | – | Sell |
-184,708
| Closed | -$7.89M | – | 2630 |
|
|
2021
Q3 | $7.89M | Buy |
+184,708
| New | +$7.89M | 0.01% | 1085 |
|