Meridian 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $623K | Buy |
14,778
+4,810
| +48% | +$203K | 0.1% | 104 |
|
2025
Q1 | $405K | Hold |
9,968
| – | – | 0.07% | 124 |
|
2024
Q4 | $380K | Hold |
9,968
| – | – | 0.06% | 132 |
|
2024
Q3 | $375K | Buy |
+9,968
| New | +$375K | 0.06% | 137 |
|
2022
Q2 | – | Sell |
-17,602
| Closed | -$586K | – | 206 |
|
2022
Q1 | $586K | Buy |
17,602
+45
| +0.3% | +$1.5K | 0.14% | 120 |
|
2021
Q4 | $548K | Sell |
17,557
-1,284
| -7% | -$40.1K | 0.13% | 122 |
|
2021
Q3 | $550K | Buy |
18,841
+37
| +0.2% | +$1.08K | 0.15% | 113 |
|
2021
Q2 | $565K | Buy |
+18,804
| New | +$565K | 0.16% | 115 |
|