IEQ Capital’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-16,679
| Closed | -$170K | – | 907 |
|
2022
Q3 | $170K | Hold |
16,679
| – | – | ﹤0.01% | 784 |
|
2022
Q2 | $209K | Hold |
16,679
| – | – | 0.01% | 722 |
|
2022
Q1 | $476K | Hold |
16,679
| – | – | 0.01% | 516 |
|
2021
Q4 | $590K | Hold |
16,679
| – | – | 0.01% | 423 |
|
2021
Q3 | $713K | Sell |
16,679
-16,666
| -50% | -$712K | 0.02% | 349 |
|
2021
Q2 | $1.28M | Buy |
+33,345
| New | +$1.28M | 0.04% | 219 |
|