Schwarz Dygos Wheeler Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,800
| Closed | -$202K | – | 136 |
|
|
2022
Q3 | $202K | Hold |
2,800
| – | – | 0.09% | 111 |
|
|
2022
Q2 | $208K | Hold |
2,800
| – | – | 0.08% | 118 |
|
|
2022
Q1 | $233K | Hold |
2,800
| – | – | 0.08% | 117 |
|
|
2021
Q4 | $236K | Hold |
2,800
| – | – | 0.08% | 115 |
|
|
2021
Q3 | $211K | Hold |
2,800
| – | – | 0.08% | 122 |
|
|
2021
Q2 | $214K | Buy |
+2,800
| New | +$214K | 0.08% | 122 |
|