Raymond James & Associates’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 |
-60,576
| Closed | -$1.08M | – | 3940 |
|
|
2023
Q1 | $1.08M | Buy |
60,576
+13,548
| +29% | +$242K | ﹤0.01% | 2397 |
|
|
2022
Q4 | $488K | Sell |
47,028
-8,950
| -16% | -$92.9K | ﹤0.01% | 2896 |
|
|
2022
Q3 | $570K | Buy |
55,978
+31,513
| +129% | +$321K | ﹤0.01% | 2766 |
|
|
2022
Q2 | $306K | Sell |
24,465
-3,025
| -11% | -$37.8K | ﹤0.01% | 3211 |
|
|
2022
Q1 | $785K | Sell |
27,490
-9,004
| -25% | -$257K | ﹤0.01% | 2749 |
|
|
2021
Q4 | $1.29M | Buy |
36,494
+28,327
| +347% | +$1M | ﹤0.01% | 2454 |
|
|
2021
Q3 | $349K | Buy |
+8,167
| New | +$349K | ﹤0.01% | 3293 |
|
|
2021
Q2 | – | Sell |
-13,913
| Closed | -$458K | – | 4027 |
|
|
2021
Q1 | $458K | Buy |
+13,913
| New | +$458K | ﹤0.01% | 3064 |
|