JWA
XM

JFS Wealth Advisors’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

JFS Wealth Advisors’s Portfolio XM Stock Details XM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200
Closed -$2K – 2008
2022
Q3 		$2K Hold
200
– – ﹤0.01% 1446
2022
Q2 		$3K Hold
200
– – ﹤0.01% 1262
2022
Q1 		$6K Hold
200
– – ﹤0.01% 1009
2021
Q4 		$7K Buy
+200
New +$7K ﹤0.01% 752