Osaic Holdings’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
Q2 | – | Sell |
-6,924
| Closed | -$123K | – | 7444 |
|
|
2023
Q1 | $123K | Buy |
6,924
+2,793
| +68% | +$49.8K | ﹤0.01% | 4269 |
|
|
2022
Q4 | $43K | Sell |
4,131
-437
| -10% | -$4.55K | ﹤0.01% | 5042 |
|
|
2022
Q3 | $47K | Sell |
4,568
-652
| -12% | -$6.71K | ﹤0.01% | 4958 |
|
|
2022
Q2 | $66K | Sell |
5,220
-648
| -11% | -$8.19K | ﹤0.01% | 4735 |
|
|
2022
Q1 | $173K | Sell |
5,868
-2,905
| -33% | -$85.6K | ﹤0.01% | 4160 |
|
|
2021
Q4 | $311K | Sell |
8,773
-158
| -2% | -$5.6K | ﹤0.01% | 3526 |
|
|
2021
Q3 | $381K | Sell |
8,931
-2,443
| -21% | -$104K | ﹤0.01% | 3319 |
|
|
2021
Q2 | $435K | Sell |
11,374
-4,313
| -27% | -$165K | ﹤0.01% | 3169 |
|
|
2021
Q1 | $516K | Buy |
+15,687
| New | +$516K | ﹤0.01% | 2834 |
|