B. Riley Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $310K | Buy |
+7,346
| New | +$310K | 0.01% | 680 |
|
2024
Q4 | $341K | Hold |
8,946
| – | – | 0.01% | 826 |
|
2024
Q3 | $342K | Sell |
8,946
-10
| -0.1% | -$382 | 0.01% | 895 |
|
2024
Q2 | $293K | Sell |
8,956
-10,890
| -55% | -$356K | 0.01% | 1039 |
|
2024
Q1 | $604K | Buy |
19,846
+10,984
| +124% | +$334K | 0.02% | 707 |
|
2023
Q4 | $279K | Sell |
8,862
-10,984
| -55% | -$346K | 0.01% | 1090 |
|
2023
Q3 | $604K | Sell |
19,846
-11,815
| -37% | -$360K | 0.02% | 707 |
|
2023
Q2 | $968K | Buy |
31,661
+1,241
| +4% | +$37.9K | 0.02% | 581 |
|
2023
Q1 | $938K | Sell |
30,420
-8,402
| -22% | -$259K | 0.03% | 556 |
|
2022
Q4 | $1.22M | Buy |
38,822
+453
| +1% | +$14.3K | 0.03% | 468 |
|
2022
Q3 | $1.07M | Buy |
38,369
+30,279
| +374% | +$844K | 0.03% | 486 |
|
2022
Q2 | $232K | Buy |
8,090
+413
| +5% | +$11.8K | 0.01% | 977 |
|
2022
Q1 | $257K | Sell |
7,677
-2,752
| -26% | -$92.1K | 0.01% | 1086 |
|
2021
Q4 | $326K | Buy |
+10,429
| New | +$326K | 0.01% | 1024 |
|