Valeo Financial Advisors’s Sprinklr CXM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,171	Closed	-$113K	–	490
2022 Q2	$113K	Sell	11,171 -2,850	-20%	-$28.8K	0.01%	447
2022 Q1	$167K	Buy	14,021 +2,850	+26%	+$33.9K	0.01%	528
2021 Q4	$177K	Hold	11,171	–	–	0.01%	506
2021 Q3	$195K	Buy	+11,171	New	+$195K	0.01%	479