Wealthcare Capital Management’s Sprinklr CXM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,243
| Closed | -$175K | – | 86 |
|
|
2024
Q1 | $175K | Hold |
14,243
| – | – | 0.02% | 81 |
|
|
2023
Q4 | $171K | Sell |
14,243
-42,728
| -75% | -$514K | 0.02% | 81 |
|
|
2023
Q3 | $788K | Hold |
56,971
| – | – | 0.1% | 39 |
|
|
2023
Q2 | $788K | Sell |
56,971
-15,000
| -21% | -$207K | 0.09% | 35 |
|
|
2023
Q1 | $933K | Hold |
71,971
| – | – | 0.11% | 34 |
|
|
2022
Q4 | $588K | Hold |
71,971
| – | – | 0.08% | 41 |
|
|
2022
Q3 | $664K | Hold |
71,971
| – | – | 0.08% | 33 |
|
|
2022
Q2 | $728K | Buy |
+71,971
| New | +$728K | 0.08% | 34 |
|
|
2022
Q1 | – | Sell |
-143,941
| Closed | -$2.28M | – | 80 |
|
|
2021
Q4 | $2.28M | Buy |
+143,941
| New | +$2.28M | 0.21% | 19 |
|