Blue Bell Private Wealth Management’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 | $86.4K | Hold |
2,050
| – | – | 0.01% | 325 |
|
|
2025
Q1 | $83.3K | Hold |
2,050
| – | – | 0.02% | 310 |
|
|
2024
Q4 | $78.1K | Hold |
2,050
| – | – | 0.01% | 308 |
|
|
2024
Q3 | $77.1K | Hold |
2,050
| – | – | 0.01% | 307 |
|
|
2024
Q2 | $67K | Hold |
2,050
| – | – | 0.01% | 323 |
|
|
2024
Q1 | $66.7K | Sell |
2,050
-1,200
| -37% | -$39.1K | 0.01% | 316 |
|
|
2023
Q4 | $102K | Sell |
3,250
-650
| -17% | -$20.5K | 0.02% | 239 |
|
|
2023
Q3 | $119K | Hold |
3,900
| – | – | 0.03% | 182 |
|
|
2023
Q2 | $119K | Sell |
3,900
-200
| -5% | -$6.11K | 0.03% | 179 |
|
|
2023
Q1 | $126K | Hold |
4,100
| – | – | 0.04% | 158 |
|
|
2022
Q4 | $129K | Buy |
+4,100
| New | +$129K | 0.04% | 143 |
|
|
2021
Q4 | – | Sell |
-4,600
| Closed | -$135K | – | 844 |
|
|
2021
Q3 | $135K | Sell |
4,600
-100
| -2% | -$2.94K | 0.04% | 82 |
|
|
2021
Q2 | $141K | Buy |
+4,700
| New | +$141K | 0.04% | 86 |
|