SWA
XIFR
SFMG 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 |
-4,325
| Closed | -$254K | – | 276 |
|
|
2023
Q2 | $254K | Hold |
4,325
| – | – | 0.03% | 196 |
|
|
2023
Q1 | $263K | Hold |
4,325
| – | – | 0.03% | 198 |
|
|
2022
Q4 | $303K | Hold |
4,325
| – | – | 0.03% | 180 |
|
|
2022
Q3 | $300K | Sell |
4,325
-1,299
| -23% | -$90.1K | 0.04% | 172 |
|
|
2022
Q2 | $417K | Buy |
5,624
+15
| +0.3% | +$1.11K | 0.05% | 141 |
|
|
2022
Q1 | $468K | Buy |
5,609
+746
| +15% | +$62.2K | 0.05% | 148 |
|
|
2021
Q4 | $410K | Buy |
4,863
+738
| +18% | +$62.2K | 0.04% | 170 |
|
|
2021
Q3 | $311K | Buy |
4,125
+125
| +3% | +$9.42K | 0.03% | 188 |
|
|
2021
Q2 | $305K | Hold |
4,000
| – | – | 0.03% | 193 |
|
|
2021
Q1 | $292K | Buy |
4,000
+200
| +5% | +$14.6K | 0.03% | 186 |
|
|
2020
Q4 | $255K | Buy |
+3,800
| New | +$255K | 0.03% | 186 |
|