Apexium Financial’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,142
| Closed | -$248K | – | 273 |
|
|
2023
Q3 | $248K | Sell |
8,142
-400
| -5% | -$12.2K | 0.02% | 188 |
|
|
2023
Q2 | $261K | Hold |
8,542
| – | – | 0.02% | 191 |
|
|
2023
Q1 | $263K | Sell |
8,542
-425
| -5% | -$13.1K | 0.03% | 182 |
|
|
2022
Q4 | $282K | Hold |
8,967
| – | – | 0.03% | 172 |
|
|
2022
Q3 | $250K | Buy |
8,967
+400
| +5% | +$11.2K | 0.03% | 170 |
|
|
2022
Q2 | $245K | Hold |
8,567
| – | – | 0.14% | 83 |
|
|
2022
Q1 | $267K | Hold |
8,567
| – | – | 0.14% | 81 |
|
|
2021
Q4 | $267K | Buy |
+8,567
| New | +$267K | 0.14% | 80 |
|