LWCFA
XIFR
Loring Wolcott & Coolidge Fiduciary Advisors’s XPLR Infrastructure, LP XIFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8K | Hold |
4,366
| – | – | ﹤0.01% | 412 |
|
|
2025
Q1 | $37.1K | Buy |
4,366
+466
| +12% | +$3.96K | ﹤0.01% | 406 |
|
|
2024
Q4 | $61.6K | Hold |
3,900
| – | – | ﹤0.01% | 377 |
|
|
2024
Q3 | $81.9K | Hold |
3,900
| – | – | ﹤0.01% | 356 |
|
|
2024
Q2 | $109K | Hold |
3,900
| – | – | ﹤0.01% | 328 |
|
|
2024
Q1 | $107K | Sell |
3,900
-840
| -18% | -$23.1K | ﹤0.01% | 331 |
|
|
2023
Q4 | $141K | Hold |
4,740
| – | – | ﹤0.01% | 312 |
|
|
2023
Q3 | $138K | Hold |
4,740
| – | – | ﹤0.01% | 316 |
|
|
2023
Q2 | $278K | Hold |
4,740
| – | – | ﹤0.01% | 256 |
|
|
2023
Q1 | $288K | Hold |
4,740
| – | – | ﹤0.01% | 242 |
|
|
2022
Q4 | $332K | Hold |
4,740
| – | – | ﹤0.01% | 234 |
|
|
2022
Q3 | $343K | Sell |
4,740
-400
| -8% | -$28.9K | ﹤0.01% | 230 |
|
|
2022
Q2 | $381K | Buy |
5,140
+400
| +8% | +$29.7K | ﹤0.01% | 229 |
|
|
2022
Q1 | $395K | Hold |
4,740
| – | – | ﹤0.01% | 230 |
|
|
2021
Q4 | $400K | Hold |
4,740
| – | – | ﹤0.01% | 237 |
|
|
2021
Q3 | $357K | Hold |
4,740
| – | – | ﹤0.01% | 243 |
|
|
2021
Q2 | $362K | Hold |
4,740
| – | – | ﹤0.01% | 253 |
|
|
2021
Q1 | $345K | Hold |
4,740
| – | – | ﹤0.01% | 240 |
|
|
2020
Q4 | $318K | Hold |
4,740
| – | – | ﹤0.01% | 247 |
|
|
2020
Q3 | $284K | Buy |
4,740
+840
| +22% | +$50.3K | ﹤0.01% | 238 |
|
|
2020
Q2 | $200K | Hold |
3,900
| – | – | ﹤0.01% | 246 |
|
|
2020
Q1 | $168K | Hold |
3,900
| – | – | ﹤0.01% | 247 |
|
|
2019
Q4 | $205K | Hold |
3,900
| – | – | ﹤0.01% | 270 |
|
|
2019
Q3 | $206K | Buy |
+3,900
| New | +$206K | ﹤0.01% | 264 |
|