SEI Investments’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 |
-27,631
| Closed | -$287K | – | 2748 |
|
|
2022
Q4 | $287K | Sell |
27,631
-342
| -1% | -$3.55K | ﹤0.01% | 2206 |
|
|
2022
Q3 | $285K | Hold |
27,973
| – | – | ﹤0.01% | 2329 |
|
|
2022
Q2 | $350K | Sell |
27,973
-761
| -3% | -$9.52K | ﹤0.01% | 2257 |
|
|
2022
Q1 | $820K | Sell |
28,734
-685
| -2% | -$19.5K | ﹤0.01% | 1880 |
|
|
2021
Q4 | $1.04M | Buy |
29,419
+10,144
| +53% | +$359K | ﹤0.01% | 1829 |
|
|
2021
Q3 | $824K | Buy |
+19,275
| New | +$824K | ﹤0.01% | 1864 |
|