Summit Trail Advisors’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
Q2 | – | Sell |
-7,783
| Closed | -$222K | – | 420 |
|
|
2022
Q1 | $222K | Buy |
7,783
+383
| +5% | +$10.9K | 0.02% | 288 |
|
|
2021
Q4 | $262K | Sell |
7,400
-138
| -2% | -$4.89K | 0.02% | 247 |
|
|
2021
Q3 | $322K | Buy |
7,538
+138
| +2% | +$5.9K | 0.02% | 196 |
|
|
2021
Q2 | $283K | Hold |
7,400
| – | – | 0.02% | 179 |
|
|
2021
Q1 | $244K | Buy |
+7,400
| New | +$244K | 0.03% | 174 |
|