Congress 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 | $867K | Buy |
20,558
+126
| +0.6% | +$5.31K | 0.01% | 746 |
|
|
2025
Q1 | $831K | Buy |
+20,432
| New | +$831K | 0.01% | 673 |
|
|
2024
Q3 | – | Sell |
-27,016
| Closed | -$883K | – | 857 |
|
|
2024
Q2 | $883K | Buy |
+27,016
| New | +$883K | 0.01% | 448 |
|
|
2024
Q1 | – | Sell |
-6,393
| Closed | -$201K | – | 610 |
|
|
2023
Q4 | $201K | Buy |
+6,393
| New | +$201K | ﹤0.01% | 596 |
|
|
2023
Q1 | – | Sell |
-6,577
| Closed | -$207K | – | 565 |
|
|
2022
Q4 | $207K | Buy |
+6,577
| New | +$207K | 0.01% | 535 |
|