FWA
XIFR
FSM Wealth Advisors’s XPLR Infrastructure, LP XIFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,723
| Closed | -$274K | – | 172 |
|
|
2023
Q2 | $274K | Sell |
4,723
-400
| -8% | -$23.2K | 0.14% | 128 |
|
|
2023
Q1 | $311K | Sell |
5,123
-71
| -1% | -$4.31K | 0.18% | 111 |
|
|
2022
Q4 | $364K | Hold |
5,194
| – | – | 0.26% | 84 |
|
|
2022
Q3 | $376K | Hold |
5,194
| – | – | 0.31% | 81 |
|
|
2022
Q2 | $430K | Buy |
+5,194
| New | +$430K | 0.43% | 65 |
|