LF
XM

Lee Financial’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Lee Financial’s Portfolio XM Stock Details XM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-111
Closed -$1.98K – 850
2023
Q1 		$1.98K Buy
+111
New +$1.98K ﹤0.01% 675
2022
Q1 		– Sell
-21
Closed -$1K – 995
2021
Q4 		$1K Buy
+21
New +$1K ﹤0.01% 889