PTP
XM
Platform Technology Partners’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,763
| Closed | -$279K | – | 224 |
|
|
2022
Q1 | $279K | Sell |
9,763
-5,500
| -36% | -$157K | 0.13% | 149 |
|
|
2021
Q4 | $540K | Buy |
15,263
+700
| +5% | +$24.8K | 0.24% | 105 |
|
|
2021
Q3 | $622K | Buy |
14,563
+8
| +0.1% | +$342 | 0.28% | 91 |
|
|
2021
Q2 | $557K | Buy |
+14,555
| New | +$557K | 0.23% | 118 |
|