Strategic Vision Investment’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 |
-86,715
| Closed | -$900K | – | 32 |
|
2022
Q4 | $900K | Hold |
86,715
| – | – | 0.32% | 14 |
|
2022
Q3 | $883K | Sell |
86,715
-16,586
| -16% | -$169K | 0.86% | 8 |
|
2022
Q2 | $1.29M | Sell |
103,301
-148,100
| -59% | -$1.85M | 3.79% | 7 |
|
2022
Q1 | $7.18M | Buy |
251,401
+301
| +0.1% | +$8.59K | 15.15% | 1 |
|
2021
Q4 | $8.89M | Buy |
+251,100
| New | +$8.89M | 15.07% | 2 |
|