Kelly Lawrence W & Associates’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
Q3 | – | Sell |
-100
| Closed | -$1.81K | – | 168 |
|
|
2023
Q2 | $1.81K | Hold |
100
| – | – | ﹤0.01% | 151 |
|
|
2023
Q1 | $1.78K | Hold |
100
| – | – | ﹤0.01% | 156 |
|
|
2022
Q4 | $1.04K | Hold |
100
| – | – | ﹤0.01% | 158 |
|
|
2022
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 173 |
|
|
2022
Q2 | $1K | Sell |
100
-2,900
| -97% | -$29K | ﹤0.01% | 173 |
|
|
2022
Q1 | $86K | Hold |
3,000
| – | – | 0.02% | 100 |
|
|
2021
Q4 | $106K | Hold |
3,000
| – | – | 0.02% | 97 |
|
|
2021
Q3 | $128K | Hold |
3,000
| – | – | 0.03% | 88 |
|
|
2021
Q2 | $115K | Hold |
3,000
| – | – | 0.02% | 95 |
|
|
2021
Q1 | $99K | Buy |
+3,000
| New | +$99K | 0.02% | 95 |
|