Lionsbridge 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 | $1.76M | Sell |
41,706
-764
| -2% | -$32.2K | 1.75% | 19 |
|
|
2025
Q1 | $1.73M | Sell |
42,470
-8,069
| -16% | -$328K | 1.53% | 24 |
|
|
2024
Q4 | $1.92M | Buy |
+50,539
| New | +$1.92M | 1.62% | 24 |
|
|
2023
Q2 | – | Sell |
-73,185
| Closed | -$2.26M | – | 47 |
|
|
2023
Q1 | $2.26M | Sell |
73,185
-2,794
| -4% | -$86.2K | 2.08% | 17 |
|
|
2022
Q4 | $2.39M | Buy |
75,979
+49,994
| +192% | +$1.57M | 2.33% | 11 |
|
|
2022
Q3 | $723K | Buy |
25,985
+669
| +3% | +$18.6K | 1.04% | 25 |
|
|
2022
Q2 | $722K | Buy |
+25,316
| New | +$722K | 0.83% | 33 |
|