Oppenheimer & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-68,615
| Closed | -$858K | – | 1482 |
|
|
2022
Q2 | $858K | Buy |
68,615
+21,143
| +45% | +$264K | 0.02% | 741 |
|
|
2022
Q1 | $1.36M | Sell |
47,472
-18,217
| -28% | -$520K | 0.02% | 626 |
|
|
2021
Q4 | $2.33M | Buy |
65,689
+40,257
| +158% | +$1.42M | 0.04% | 474 |
|
|
2021
Q3 | $1.09M | Buy |
25,432
+355
| +1% | +$15.2K | 0.02% | 712 |
|
|
2021
Q2 | $959K | Buy |
25,077
+11,467
| +84% | +$439K | 0.02% | 767 |
|
|
2021
Q1 | $448K | Buy |
+13,610
| New | +$448K | 0.01% | 1007 |
|