Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,372
| Closed | -$74.6K | – | 1587 |
|
|
2023
Q4 | $74.6K | Sell |
2,372
-2,372
| -50% | -$74.6K | ﹤0.01% | 649 |
|
|
2023
Q3 | $144K | Buy |
4,744
+2,372
| +100% | +$72.2K | ﹤0.01% | 647 |
|
|
2023
Q2 | $72.5K | Hold |
2,372
| – | – | ﹤0.01% | 648 |
|
|
2023
Q1 | $73.2K | Hold |
2,372
| – | – | 0.01% | 576 |
|
|
2022
Q4 | $74.7K | Hold |
2,372
| – | – | 0.01% | 557 |
|
|
2022
Q3 | $66K | Hold |
2,372
| – | – | 0.01% | 554 |
|
|
2022
Q2 | $68K | Buy |
+2,372
| New | +$68K | 0.01% | 561 |
|