Thomas Story & Son’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 |
-14,805
| Closed | -$423K | – | 60 |
|
|
2022
Q1 | $423K | Sell |
14,805
-1,000
| -6% | -$28.6K | 0.17% | 49 |
|
|
2021
Q4 | $559K | Sell |
15,805
-5
| -0% | -$177 | 0.22% | 44 |
|
|
2021
Q3 | $676K | Buy |
15,810
+445
| +3% | +$19K | 0.28% | 41 |
|
|
2021
Q2 | $588K | Sell |
15,365
-1,175
| -7% | -$45K | 0.22% | 47 |
|
|
2021
Q1 | $544K | Buy |
+16,540
| New | +$544K | 0.21% | 46 |
|