Cassady Schiller Wealth Management’s XPLR Infrastructure, LP XIFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-300
| Closed | -$8.91K | – | 462 |
|
|
2023
Q3 | $8.91K | Hold |
300
| – | – | ﹤0.01% | 337 |
|
|
2023
Q2 | $17.6K | Hold |
300
| – | – | 0.01% | 291 |
|
|
2023
Q1 | $18.2K | Hold |
300
| – | – | 0.01% | 277 |
|
|
2022
Q4 | $21K | Buy |
+300
| New | +$21K | 0.01% | 264 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$25K | – | 630 |
|
|
2021
Q4 | $25K | Buy |
+300
| New | +$25K | 0.02% | 256 |
|