Heritage 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
Q1 | – | Sell |
-1,000
| Closed | -$17.8K | – | 655 |
|
|
2024
Q4 | $17.8K | Hold |
1,000
| – | – | ﹤0.01% | 394 |
|
|
2024
Q3 | $27.6K | Hold |
1,000
| – | – | ﹤0.01% | 371 |
|
|
2024
Q2 | $27.6K | Sell |
1,000
-100
| -9% | -$2.76K | ﹤0.01% | 362 |
|
|
2024
Q1 | $33.1K | Hold |
1,100
| – | – | ﹤0.01% | 364 |
|
|
2023
Q4 | $33.5K | Buy |
+1,100
| New | +$33.5K | ﹤0.01% | 370 |
|