Doyle Wealth Management’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
Q3 | $3.21M | Sell |
44,425
-649
| -1% | -$46.9K | 0.28% | 70 |
|
|
2022
Q2 | $3.34M | Buy |
45,074
+1,061
| +2% | +$78.7K | 0.27% | 74 |
|
|
2022
Q1 | $3.67M | Sell |
44,013
-649
| -1% | -$54.1K | 0.26% | 73 |
|
|
2021
Q4 | $3.77M | Buy |
44,662
+327
| +0.7% | +$27.6K | 0.27% | 71 |
|
|
2021
Q3 | $3.34M | Buy |
44,335
+105
| +0.2% | +$7.91K | 0.27% | 71 |
|
|
2021
Q2 | $3.38M | Buy |
44,230
+1,354
| +3% | +$103K | 0.28% | 69 |
|
|
2021
Q1 | $3.13M | Buy |
42,876
+155
| +0.4% | +$11.3K | 0.3% | 66 |
|
|
2020
Q4 | $2.86M | Sell |
42,721
-1,496
| -3% | -$100K | 0.29% | 66 |
|
|
2020
Q3 | $2.65M | Sell |
44,217
-203,541
| -82% | -$12.2M | 0.31% | 63 |
|
|
2020
Q2 | $12.7M | Buy |
247,758
+3,877
| +2% | +$199K | 1.67% | 24 |
|
|
2020
Q1 | $10.5M | Buy |
243,881
+1,967
| +0.8% | +$84.6K | 1.67% | 29 |
|
|
2019
Q4 | $12.7M | Buy |
241,914
+2,213
| +0.9% | +$117K | 1.59% | 29 |
|
|
2019
Q3 | $12.7M | Sell |
239,701
-13,660
| -5% | -$722K | 1.75% | 23 |
|
|
2019
Q2 | $12.2M | Sell |
253,361
-1,300
| -0.5% | -$62.7K | 1.69% | 23 |
|
|
2019
Q1 | $11.4M | Buy |
254,661
+5,130
| +2% | +$229K | 1.65% | 26 |
|
|
2018
Q4 | $10.7M | Sell |
249,531
-1,560
| -0.6% | -$67.2K | 1.81% | 20 |
|
|
2018
Q3 | $12.2M | Sell |
251,091
-3,692
| -1% | -$179K | 1.89% | 19 |
|
|
2018
Q2 | $11.9M | Buy |
254,783
+6,712
| +3% | +$313K | 1.96% | 17 |
|
|
2018
Q1 | $9.92M | Buy |
248,071
+7,476
| +3% | +$299K | 1.67% | 24 |
|
|
2017
Q4 | $10.4M | Sell |
240,595
-6,879
| -3% | -$297K | 1.75% | 23 |
|
|
2017
Q3 | $9.97M | Buy |
247,474
+8,655
| +4% | +$349K | 1.75% | 23 |
|
|
2017
Q2 | $8.83M | Buy |
238,819
+15,734
| +7% | +$582K | 1.64% | 27 |
|
|
2017
Q1 | $7.39M | Buy |
+223,085
| New | +$7.39M | 1.51% | 25 |
|