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FirstPurpose Wealth LLC

SEC CIK
0001913420
Latest filing
Apr 23, 2024

XM holding history

Qualtrics International Inc. in every 13F filed by FirstPurpose Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XM overviewAll 13F holders of XMFull Q1 2024 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2021
Holdings of XM by FirstPurpose Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−17,995−100.0%Sold outHolders
Q1 202317,995$320.9K0.2%+2,430+15.6%AddedHolders
Q4 202215,565$161.6K0.1%+1,511+10.8%AddedHolders
Q3 202214,054$143.0K0.1%+1,993+16.5%AddedHolders
Q2 202212,061$151.0K0.1%−226−1.8%ReducedHolders
Q1 202212,287$351.0K0.3%+5,421+79.0%AddedHolders
Q4 20216,866$243.0K0.2%–No prior filingHolders