EP Wealth Advisors’s XPLR Infrastructure, LP XIFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
300,009
-4,662
| -2% | -$38.2K | 0.02% | 375 |
|
|
2025
Q1 | $2.89M | Sell |
304,671
-8,578
| -3% | -$81.5K | 0.02% | 304 |
|
|
2024
Q4 | $5.58M | Sell |
313,249
-45,241
| -13% | -$805K | 0.05% | 204 |
|
|
2024
Q3 | $9.9M | Buy |
358,490
+30,095
| +9% | +$831K | 0.09% | 148 |
|
|
2024
Q2 | $9.08M | Sell |
328,395
-1,904
| -0.6% | -$52.6K | 0.1% | 127 |
|
|
2024
Q1 | $9.94M | Buy |
330,299
+4,687
| +1% | +$141K | 0.12% | 110 |
|
|
2023
Q4 | $9.9M | Buy |
325,612
+6,325
| +2% | +$192K | 0.13% | 104 |
|
|
2023
Q3 | $9.48M | Buy |
319,287
+300,027
| +1,558% | +$8.91M | 0.15% | 104 |
|
|
2023
Q2 | $18.6M | Buy |
+19,260
| New | +$18.6M | 0.27% | 74 |
|
|
2017
Q4 | – | Sell |
-7,110
| Closed | -$286K | – | 205 |
|
|
2017
Q3 | $286K | Hold |
7,110
| – | – | 0.03% | 139 |
|
|
2017
Q2 | $263K | Buy |
+7,110
| New | +$263K | 0.03% | 150 |
|