IP
XM

Intellectus Partners’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Intellectus Partners’s Portfolio XM Stock Details XM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-396,374
Closed -$7.07M – 281
2023
Q1 		$7.07M Buy
396,374
+385,299
+3,479% +$5.89M 2.23% 4
2022
Q4 		$115K Hold
11,075
– – 0.04% 244
2022
Q3 		$113K Hold
11,075
– – 0.04% 244
2022
Q2 		$139K Buy
11,075
+380
+4% +$6.76K 0.05% 233
2022
Q1 		$305K Buy
+10,695
New +$309K 0.09% 196

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KLWA
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