LPWM
XM

Lake Point Wealth Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Lake Point Wealth Management’s Portfolio XM Stock Details XM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-161
Closed -$6K – 472
2021
Q2 		$6K Buy
+161
New +$6K ﹤0.01% 234