Steward Partners Investment Advisory’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
Q4 | – | Sell |
-23
| Closed | – | – | 3483 |
|
|
2022
Q3 | $0 | Sell |
23
-23
| -50% | – | ﹤0.01% | 3458 |
|
|
2022
Q2 | $1K | Sell |
46
-134
| -74% | -$2.91K | ﹤0.01% | 3207 |
|
|
2022
Q1 | $5K | Sell |
180
-70
| -28% | -$1.94K | ﹤0.01% | 2922 |
|
|
2021
Q4 | $9K | Sell |
250
-500
| -67% | -$18K | ﹤0.01% | 2667 |
|
|
2021
Q3 | $32K | Hold |
750
| – | – | ﹤0.01% | 2109 |
|
|
2021
Q2 | $29K | Hold |
750
| – | – | ﹤0.01% | 4319 |
|
|
2021
Q1 | $24.7K | Buy |
+750
| New | +$24.7K | ﹤0.01% | 2372 |
|