UBS AM’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 |
-22,294
| Closed | -$279K | – | 2785 |
|
|
2022
Q2 | $279K | Hold |
22,294
| – | – | ﹤0.01% | 2494 |
|
|
2022
Q1 | $636K | Buy |
22,294
+5,298
| +31% | +$151K | ﹤0.01% | 2366 |
|
|
2021
Q4 | $602K | Buy |
16,996
+6,111
| +56% | +$216K | ﹤0.01% | 2479 |
|
|
2021
Q3 | $465K | Hold |
10,885
| – | – | ﹤0.01% | 2529 |
|
|
2021
Q2 | $416K | Buy |
+10,885
| New | +$416K | ﹤0.01% | 2588 |
|