NewEdge Advisors’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
Q1 | – | Sell |
-13,763
| Closed | -$143K | – | 4306 |
|
|
2022
Q4 | $143K | Buy |
+13,763
| New | +$143K | ﹤0.01% | 1305 |
|
|
2021
Q4 | – | Sell |
-27,106
| Closed | -$1.16M | – | 1715 |
|
|
2021
Q3 | $1.16M | Buy |
27,106
+3,788
| +16% | +$162K | 0.03% | 475 |
|
|
2021
Q2 | $892K | Sell |
23,318
-9,421
| -29% | -$360K | 0.02% | 525 |
|
|
2021
Q1 | $1.08M | Buy |
+32,739
| New | +$1.08M | 0.03% | 436 |
|