Philip James Wealth Mangement’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 | $6.36M | Buy |
150,777
+1,846
| +1% | +$77.8K | 0.81% | 31 |
|
2025
Q1 | $6.05M | Buy |
148,931
+579
| +0.4% | +$23.5K | 0.74% | 31 |
|
2024
Q4 | $5.65M | Buy |
148,352
+854
| +0.6% | +$32.5K | 0.73% | 29 |
|
2024
Q3 | $5.54M | Buy |
147,498
+3,215
| +2% | +$121K | 0.68% | 36 |
|
2024
Q2 | $4.72M | Buy |
144,283
+23,121
| +19% | +$756K | 3.14% | 10 |
|
2024
Q1 | $3.95M | Buy |
121,162
+8,864
| +8% | +$289K | 2.79% | 10 |
|
2023
Q4 | $3.53M | Buy |
+112,298
| New | +$3.53M | 2.74% | 10 |
|