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

LVW 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
Q1 		– Sell
-9,415
Closed -$333K – 251
2021
Q4 		$333K Buy
9,415
+785
+9% +$27.8K 0.06% 184
2021
Q3 		$369K Sell
8,630
-12,500
-59% -$534K 0.06% 178
2021
Q2 		$808K Buy
21,130
+2,673
+14% +$102K 0.14% 105
2021
Q1 		$607K Buy
+18,457
New +$607K 0.12% 127