Geneos Wealth 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 |
-50
| Closed | -$892 | – | 2136 |
|
|
2023
Q1 | $892 | Hold |
50
| – | – | ﹤0.01% | 2001 |
|
|
2022
Q4 | $519 | Hold |
50
| – | – | ﹤0.01% | 2014 |
|
|
2022
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 2705 |
|
|
2022
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 2848 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2728 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2746 |
|
|
2021
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2689 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2824 |
|
|
2021
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 3091 |
|
|
2020
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2855 |
|