Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-77,728
| Closed | -$2.53M | – | 1080 |
|
|
2024
Q1 | $2.53M | Buy |
+77,728
| New | +$2.53M | 0.06% | 291 |
|
|
2023
Q4 | – | Sell |
-6,735
| Closed | -$205K | – | 985 |
|
|
2023
Q3 | $205K | Sell |
6,735
-65
| -1% | -$1.98K | 0.01% | 881 |
|
|
2023
Q2 | $208K | Hold |
6,800
| – | – | 0.01% | 847 |
|
|
2023
Q1 | $210K | Hold |
6,800
| – | – | 0.01% | 819 |
|
|
2022
Q4 | $214K | Buy |
+6,800
| New | +$214K | 0.01% | 769 |
|
|
2022
Q3 | – | Sell |
-8,200
| Closed | -$234K | – | 851 |
|
|
2022
Q2 | $234K | Sell |
8,200
-4,718
| -37% | -$135K | 0.01% | 724 |
|
|
2022
Q1 | $430K | Buy |
12,918
+2,512
| +24% | +$83.7K | 0.02% | 606 |
|
|
2021
Q4 | $325K | Sell |
10,406
-3,796
| -27% | -$119K | 0.01% | 686 |
|
|
2021
Q3 | $415K | Buy |
+14,202
| New | +$415K | 0.02% | 601 |
|