Spire Wealth Management’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 |
-344
| Closed | -$6.14K | – | 2564 |
|
|
2023
Q1 | $6.14K | Hold |
344
| – | – | ﹤0.01% | 1986 |
|
|
2022
Q4 | $4K | Hold |
344
| – | – | ﹤0.01% | 1938 |
|
|
2022
Q3 | $4K | Sell |
344
-813
| -70% | -$9.45K | ﹤0.01% | 1841 |
|
|
2022
Q2 | $14K | Sell |
1,157
-229
| -17% | -$2.77K | ﹤0.01% | 1816 |
|
|
2022
Q1 | $40K | Sell |
1,386
-15,263
| -92% | -$440K | ﹤0.01% | 1538 |
|
|
2021
Q4 | $589K | Buy |
16,649
+15,312
| +1,145% | +$542K | 0.01% | 638 |
|
|
2021
Q3 | $57K | Hold |
1,337
| – | – | ﹤0.01% | 1421 |
|
|
2021
Q2 | $51K | Sell |
1,337
-19,210
| -93% | -$733K | ﹤0.01% | 1477 |
|
|
2021
Q1 | $690K | Buy |
+20,547
| New | +$690K | 0.02% | 563 |
|