FirstPurpose Wealth’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 |
-17,995
| Closed | -$321K | – | 213 |
|
|
2023
Q1 | $321K | Buy |
17,995
+2,430
| +16% | +$43.3K | 0.16% | 116 |
|
|
2022
Q4 | $162K | Buy |
15,565
+1,511
| +11% | +$15.7K | 0.09% | 178 |
|
|
2022
Q3 | $143K | Buy |
14,054
+1,993
| +17% | +$20.3K | 0.09% | 148 |
|
|
2022
Q2 | $151K | Sell |
12,061
-226
| -2% | -$2.83K | 0.1% | 134 |
|
|
2022
Q1 | $351K | Buy |
12,287
+5,421
| +79% | +$155K | 0.27% | 83 |
|
|
2021
Q4 | $243K | Buy |
+6,866
| New | +$243K | 0.15% | 116 |
|