Laird Norton Wetherby Wealth Management’s XPLR Infrastructure, LP XIFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,526
| Closed | -$265K | – | 964 |
|
|
2023
Q2 | $265K | Sell |
4,526
-25
| -0.5% | -$1.47K | 0.01% | 758 |
|
|
2023
Q1 | $276K | Buy |
4,551
+5
| +0.1% | +$304 | 0.02% | 733 |
|
|
2022
Q4 | $319K | Hold |
4,546
| – | – | 0.02% | 662 |
|
|
2022
Q3 | $329K | Buy |
4,546
+5
| +0.1% | +$362 | 0.02% | 625 |
|
|
2022
Q2 | $337K | Hold |
4,541
| – | – | 0.02% | 638 |
|
|
2022
Q1 | $379K | Hold |
4,541
| – | – | 0.02% | 610 |
|
|
2021
Q4 | $383K | Sell |
4,541
-114
| -2% | -$9.62K | 0.02% | 623 |
|
|
2021
Q3 | $351K | Sell |
4,655
-500
| -10% | -$37.7K | 0.02% | 626 |
|
|
2021
Q2 | $394K | Buy |
5,155
+1,955
| +61% | +$149K | 0.02% | 598 |
|
|
2021
Q1 | $233K | Sell |
3,200
-1,485
| -32% | -$108K | 0.02% | 700 |
|
|
2020
Q4 | $314K | Buy |
+4,685
| New | +$314K | 0.02% | 641 |
|