Regal Partners’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 |
-1,833,087
| Closed | -$19M | – | 50 |
|
|
2022
Q4 | $19M | Sell |
1,833,087
-5,414
| -0.3% | -$56.2K | 4.45% | 8 |
|
|
2022
Q3 | $18.7M | Sell |
1,838,501
-243,652
| -12% | -$2.48M | 3.93% | 6 |
|
|
2022
Q2 | $26M | Sell |
2,082,153
-224,489
| -10% | -$2.81M | 4.43% | 6 |
|
|
2022
Q1 | $65.9M | Buy |
2,306,642
+93,584
| +4% | +$2.67M | 8.53% | 4 |
|
|
2021
Q4 | $78.3M | Sell |
2,213,058
-79,841
| -3% | -$2.83M | 9.4% | 5 |
|
|
2021
Q3 | $98M | Sell |
2,292,899
-65,766
| -3% | -$2.81M | 10.77% | 5 |
|
|
2021
Q2 | $90.2M | Buy |
2,358,665
+339,538
| +17% | +$13M | 7.14% | 6 |
|
|
2021
Q1 | $66.4M | Buy |
+2,019,127
| New | +$66.4M | 5.88% | 7 |
|