GWM
XM
Guardian Wealth Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25
| Closed | -$446 | – | 248 |
|
|
2023
Q1 | $446 | Hold |
25
| – | – | ﹤0.01% | 230 |
|
|
2022
Q4 | $260 | Hold |
25
| – | – | ﹤0.01% | 244 |
|
|
2022
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 249 |
|
|
2022
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 242 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 229 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 222 |
|