MBE 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
Q1 | – | Sell |
-20,216
| Closed | -$636K | – | 95 |
|
|
2023
Q4 | $636K | Sell |
20,216
-11,024
| -35% | -$347K | 0.33% | 37 |
|
|
2023
Q3 | $951K | Sell |
31,240
-5,565
| -15% | -$169K | 0.55% | 25 |
|
|
2023
Q2 | $1.13M | Buy |
36,805
+15,333
| +71% | +$469K | 0.6% | 23 |
|
|
2023
Q1 | $662K | Buy |
21,472
+2,769
| +15% | +$85.4K | 0.39% | 30 |
|
|
2022
Q4 | $589K | Buy |
18,703
+1,587
| +9% | +$50K | 0.38% | 28 |
|
|
2022
Q3 | $476K | Buy |
17,116
+1,014
| +6% | +$28.2K | 0.35% | 31 |
|
|
2022
Q2 | $460K | Buy |
+16,102
| New | +$460K | 0.32% | 33 |
|