SteelPeak Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20,000
| Closed | -$250K | – | 432 |
|
|
2022
Q2 | $250K | Hold |
20,000
| – | – | 0.02% | 343 |
|
|
2022
Q1 | $571K | Buy |
20,000
+10,000
| +100% | +$286K | 0.03% | 258 |
|
|
2021
Q4 | $354K | Sell |
10,000
-72
| -0.7% | -$2.55K | 0.02% | 296 |
|
|
2021
Q3 | $430K | Buy |
10,072
+72
| +0.7% | +$3.07K | 0.03% | 259 |
|
|
2021
Q2 | $383K | Buy |
+10,000
| New | +$383K | 0.03% | 295 |
|