JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,400
| Closed | -$105K | – | 1998 |
|
|
2023
Q1 | $105K | Hold |
3,400
| – | – | 0.01% | 272 |
|
|
2022
Q4 | $107K | Hold |
3,400
| – | – | 0.01% | 271 |
|
|
2022
Q3 | $95K | Hold |
3,400
| – | – | 0.01% | 290 |
|
|
2022
Q2 | $97K | Hold |
3,400
| – | – | 0.01% | 284 |
|
|
2022
Q1 | $113K | Hold |
3,400
| – | – | 0.01% | 280 |
|
|
2021
Q4 | $106K | Sell |
3,400
-1,700
| -33% | -$53K | 0.01% | 295 |
|
|
2021
Q3 | $149K | Sell |
5,100
-5,100
| -50% | -$149K | 0.02% | 251 |
|
|
2021
Q2 | $307K | Buy |
+10,200
| New | +$307K | 0.05% | 143 |
|