WAM
XM
Worth Asset 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
Q2 | – | Sell |
-50
| Closed | -$892 | – | 552 |
|
|
2023
Q1 | $892 | Hold |
50
| – | – | ﹤0.01% | 444 |
|
|
2022
Q4 | $519 | Hold |
50
| – | – | ﹤0.01% | 443 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 448 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 523 |
|
|
2022
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 531 |
|