XWM
XIFR
Xcel Wealth Management’s XPLR Infrastructure, LP XIFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,690
| Closed | -$224K | – | 141 |
|
|
2022
Q1 | $224K | Hold |
2,690
| – | – | 0.06% | 130 |
|
|
2021
Q4 | $227K | Hold |
2,690
| – | – | 0.06% | 137 |
|
|
2021
Q3 | $203K | Hold |
2,690
| – | – | 0.06% | 135 |
|
|
2021
Q2 | $205K | Buy |
+2,690
| New | +$205K | 0.06% | 139 |
|