WCM
XM
Westerly Capital Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-500,000
| Closed | -$5.19M | – | 55 |
|
|
2022
Q4 | $5.19M | Sell |
500,000
-35,000
| -7% | -$363K | 4.08% | 8 |
|
|
2022
Q3 | $5.45M | Buy |
535,000
+75,000
| +16% | +$763K | 4.88% | 6 |
|
|
2022
Q2 | $5.76M | Buy |
+460,000
| New | +$5.76M | 4.67% | 5 |
|
|
2022
Q1 | – | Sell |
-50,000
| Closed | -$1.77M | – | 54 |
|
|
2021
Q4 | $1.77M | Buy |
+50,000
| New | +$1.77M | 1.16% | 35 |
|