James Investment Research’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 |
-1,936
| Closed | -$20K | – | 653 |
|
|
2022
Q4 | $20K | Buy |
+1,936
| New | +$20K | ﹤0.01% | 446 |
|
|
2021
Q4 | – | Sell |
-4,049
| Closed | -$173K | – | 535 |
|
|
2021
Q3 | $173K | Buy |
4,049
+529
| +15% | +$22.6K | 0.02% | 290 |
|
|
2021
Q2 | $135K | Sell |
3,520
-1,425
| -29% | -$54.7K | 0.01% | 321 |
|
|
2021
Q1 | $163K | Buy |
+4,945
| New | +$163K | 0.01% | 294 |
|