Mark Sheptoff Financial Planning’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 | $17.6K | Hold |
2,150
| – | – | 0.01% | 280 |
|
|
2025
Q1 | $20.4K | Sell |
2,150
-9,850
| -82% | -$93.6K | 0.01% | 248 |
|
|
2024
Q4 | $214K | Buy |
12,000
+450
| +4% | +$8.01K | 0.11% | 90 |
|
|
2024
Q3 | $319K | Sell |
11,550
-125
| -1% | -$3.45K | 0.17% | 70 |
|
|
2024
Q2 | $323K | Sell |
11,675
-600
| -5% | -$16.6K | 0.18% | 71 |
|
|
2024
Q1 | $369K | Buy |
12,275
+4,850
| +65% | +$146K | 0.2% | 68 |
|
|
2023
Q4 | $226K | Buy |
7,425
+2,100
| +39% | +$63.9K | 0.14% | 83 |
|
|
2023
Q3 | $158K | Sell |
5,325
-11,050
| -67% | -$328K | 0.1% | 97 |
|
|
2023
Q2 | $960K | Sell |
16,375
-1,579
| -9% | -$92.6K | 0.55% | 34 |
|
|
2023
Q1 | $1.09M | Buy |
17,954
+3
| +0% | +$182 | 0.63% | 33 |
|
|
2022
Q4 | $1.26M | Sell |
17,951
-96
| -0.5% | -$6.73K | 0.74% | 28 |
|
|
2022
Q3 | $1.31M | Buy |
18,047
+4,177
| +30% | +$302K | 0.79% | 25 |
|
|
2022
Q2 | $1.03M | Sell |
13,870
-1,156
| -8% | -$85.8K | 0.59% | 37 |
|
|
2022
Q1 | $1.25M | Sell |
15,026
-95
| -0.6% | -$7.92K | 0.63% | 34 |
|
|
2021
Q4 | $1.28M | Buy |
15,121
+505
| +3% | +$42.6K | 0.61% | 34 |
|
|
2021
Q3 | $1.1M | Buy |
14,616
+905
| +7% | +$68.2K | 0.61% | 32 |
|
|
2021
Q2 | $1.05M | Buy |
13,711
+1,705
| +14% | +$130K | 0.56% | 34 |
|
|
2021
Q1 | $875K | Buy |
12,006
+303
| +3% | +$22.1K | 0.5% | 42 |
|
|
2020
Q4 | $785K | Buy |
+11,703
| New | +$785K | 0.45% | 47 |
|