Ropes Wealth Advisors’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
Q3 | – | Sell |
-75,453
| Closed | -$4.42M | – | 282 |
|
|
2023
Q2 | $4.42M | Buy |
75,453
+283
| +0.4% | +$16.6K | 0.73% | 35 |
|
|
2023
Q1 | $4.57M | Hold |
75,170
| – | – | 0.83% | 29 |
|
|
2022
Q4 | $5.27M | Hold |
75,170
| – | – | 0.95% | 26 |
|
|
2022
Q3 | $5.44M | Sell |
75,170
-41,862
| -36% | -$3.03M | 1.14% | 19 |
|
|
2022
Q2 | $8.68M | Hold |
117,032
| – | – | 1.79% | 12 |
|
|
2022
Q1 | $9.76M | Buy |
+117,032
| New | +$9.76M | 1.67% | 10 |
|