Intellectus Partners’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
Q2 | – | Sell |
-396,374
| Closed | -$7.07M | – | 281 |
|
|
2023
Q1 | $7.07M | Buy |
396,374
+385,299
| +3,479% | +$6.87M | 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% | +$4.77K | 0.05% | 233 |
|
|
2022
Q1 | $305K | Buy |
+10,695
| New | +$305K | 0.09% | 196 |
|