HFA
XM
Harbert Fund Advisors’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
Q1 | – | Sell |
-347,522
| Closed | -$3.61M | – | 53 |
|
|
2022
Q4 | $3.61M | Buy |
347,522
+16,637
| +5% | +$173K | 2.89% | 11 |
|
|
2022
Q3 | $3.37M | Hold |
330,885
| – | – | 1.79% | 11 |
|
|
2022
Q2 | $4.14M | Hold |
330,885
| – | – | 2.01% | 12 |
|
|
2022
Q1 | $9.45M | Buy |
330,885
+2,772
| +0.8% | +$79.1K | 3.96% | 6 |
|
|
2021
Q4 | $11.6M | Buy |
+328,113
| New | +$11.6M | 2.93% | 6 |
|