HighTower 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
Q1 | – | Sell |
-16,088
| Closed | -$167K | – | 3298 |
|
|
2022
Q4 | $167K | Buy |
+16,088
| New | +$167K | ﹤0.01% | 2791 |
|
|
2022
Q2 | – | Sell |
-9,782
| Closed | -$281K | – | 3241 |
|
|
2022
Q1 | $281K | Sell |
9,782
-2,688
| -22% | -$77.2K | ﹤0.01% | 2551 |
|
|
2021
Q4 | $442K | Sell |
12,470
-5,535
| -31% | -$196K | ﹤0.01% | 2223 |
|
|
2021
Q3 | $769K | Buy |
+18,005
| New | +$769K | ﹤0.01% | 1804 |
|