Clearstead Advisors’s XPLR Infrastructure LP XIFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.71K | Buy |
443
+293
| +195% | +$3.02K | ﹤0.01% | 1749 |
|
|
2025
Q4 | $1.5K | Sell |
150
-950
| -86% | -$9.21K | ﹤0.01% | 2182 |
|
|
2025
Q3 | $11.2K | Hold |
1,100
| – | – | ﹤0.01% | 1895 |
|
|
2025
Q2 | $9.02K | Buy |
1,100
+100
| +10% | +$868 | ﹤0.01% | 1916 |
|
|
2025
Q1 | $9.5K | Sell |
1,000
-100
| -9% | -$1.13K | ﹤0.01% | 1612 |
|
|
2024
Q4 | $19.6K | Hold |
1,100
| – | – | ﹤0.01% | 1397 |
|
|
2024
Q3 | $30.4K | Hold |
1,100
| – | – | ﹤0.01% | 1323 |
|
|
2024
Q2 | $30.4K | Sell |
1,100
-600
| -35% | -$18.2K | ﹤0.01% | 1279 |
|
|
2024
Q1 | $53.3K | Sell |
1,700
-2,930
| -63% | -$83.4K | ﹤0.01% | 744 |
|
|
2023
Q4 | $141K | Sell |
4,630
-4,630
| -50% | -$118K | 0.01% | 516 |
|
|
2023
Q3 | $275K | Buy |
9,260
+4,480
| +94% | +$227K | 0.01% | 499 |
|
|
2023
Q2 | $280K | Buy |
4,780
+350
| +8% | +$21K | 0.02% | 384 |
|
|
2023
Q1 | $269K | Hold |
4,430
| – | – | 0.02% | 354 |
|
|
2022
Q4 | $310K | Sell |
4,430
-210
| -5% | -$15.7K | 0.02% | 328 |
|
|
2022
Q3 | $336K | Hold |
4,640
| – | – | 0.03% | 287 |
|
|
2022
Q2 | $344K | Buy |
4,640
+1,890
| +69% | +$136K | 0.03% | 296 |
|
|
2022
Q1 | $229K | Hold |
2,750
| – | – | 0.02% | 385 |
|
|
2021
Q4 | $232K | Sell |
2,750
-300
| -10% | -$25.1K | 0.02% | 370 |
|
|
2021
Q3 | $230K | Hold |
3,050
| – | – | 0.02% | 347 |
|
|
2021
Q2 | $233K | Hold |
3,050
| – | – | 0.02% | 323 |
|
|
2021
Q1 | $222K | Buy |
3,050
+1,000
| +49% | +$76.9K | 0.02% | 319 |
|
|
2020
Q4 | $137K | Buy |
2,050
+150
| +8% | +$9.67K | 0.01% | 367 |
|
|
2020
Q3 | $114K | Hold |
1,900
| – | – | 0.01% | 355 |
|
|
2020
Q2 | $97K | Hold |
1,900
| – | – | 0.01% | 352 |
|
|
2020
Q1 | $82K | Buy |
+1,900
| New | +$101K | 0.01% | 352 |
|
Other funds holding XIFR
ACA
REAM
YCM
PGCM
GCM
ECM