Kingswood 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 | $269K | Sell |
32,791
-530
| -2% | -$4.35K | 0.02% | 606 |
|
|
2025
Q1 | $317K | Buy |
33,321
+7,746
| +30% | +$73.6K | 0.03% | 530 |
|
|
2024
Q4 | $455K | Buy |
25,575
+110
| +0.4% | +$1.96K | 0.03% | 468 |
|
|
2024
Q3 | $703K | Buy |
25,465
+11,645
| +84% | +$322K | 0.05% | 371 |
|
|
2024
Q2 | $382K | Buy |
+13,820
| New | +$382K | 0.03% | 457 |
|
|
2024
Q1 | – | Sell |
-13,364
| Closed | -$406K | – | 708 |
|
|
2023
Q4 | $406K | Sell |
13,364
-1,300
| -9% | -$39.5K | 0.05% | 394 |
|
|
2023
Q3 | $436K | Buy |
+14,664
| New | +$436K | 0.07% | 275 |
|