EWM
XIFR
Evercore Wealth Management’s XPLR Infrastructure, LP XIFR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-10,000
| Closed | -$301K | – | 434 |
|
2024
Q1 | $301K | Hold |
10,000
| – | – | ﹤0.01% | 339 |
|
2023
Q4 | $304K | Hold |
10,000
| – | – | 0.01% | 344 |
|
2023
Q3 | $297K | Hold |
10,000
| – | – | 0.01% | 321 |
|
2023
Q2 | $586K | Hold |
10,000
| – | – | 0.01% | 263 |
|
2023
Q1 | $608K | Hold |
10,000
| – | – | 0.01% | 256 |
|
2022
Q4 | $701K | Hold |
10,000
| – | – | 0.01% | 241 |
|
2022
Q3 | $723K | Hold |
10,000
| – | – | 0.02% | 226 |
|
2022
Q2 | $742K | Hold |
10,000
| – | – | 0.02% | 233 |
|
2022
Q1 | $834K | Hold |
10,000
| – | – | 0.01% | 243 |
|
2021
Q4 | $844K | Hold |
10,000
| – | – | 0.01% | 246 |
|
2021
Q3 | $754K | Hold |
10,000
| – | – | 0.01% | 250 |
|
2021
Q2 | $764K | Hold |
10,000
| – | – | 0.01% | 251 |
|
2021
Q1 | $729K | Hold |
10,000
| – | – | 0.01% | 251 |
|
2020
Q4 | $670K | Hold |
10,000
| – | – | 0.01% | 253 |
|
2020
Q3 | $600K | Buy |
+10,000
| New | +$600K | 0.01% | 244 |
|