IFP 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 |
-100
| Closed | -$5K | – | 4601 |
|
|
2022
Q4 | $5K | Sell |
100
-2,000
| -95% | -$100K | ﹤0.01% | 3836 |
|
|
2022
Q3 | $97K | Buy |
2,100
+2,000
| +2,000% | +$92.4K | ﹤0.01% | 1876 |
|
|
2022
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 3847 |
|
|
2022
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 3847 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4858 |
|
|
2021
Q2 | – | Sell |
-178
| Closed | -$5K | – | 4664 |
|
|
2021
Q1 | $5K | Buy |
+178
| New | +$5K | ﹤0.01% | 2425 |
|