WLPWM
XIFR

Walled Lake Planning & Wealth Management’s XPLR Infrastructure, LP XIFR Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio XIFR Stock Details XIFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,194
Closed -$309K – 138
2024
Q3 		$309K Buy
11,194
+1,975
+21% +$54.6K 0.12% 97
2024
Q2 		$255K Buy
+9,219
New +$255K 0.1% 100