PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $328K | Hold |
11,020
| – | – | 0.13% | 70 |
|
|
2023
Q2 | $345K | Buy |
11,020
+4,000
| +57% | +$125K | 0.12% | 46 |
|
|
2023
Q1 | $217K | Sell |
7,020
-11,480
| -62% | -$355K | 0.08% | 100 |
|
|
2022
Q4 | $582K | Sell |
18,500
-9,380
| -34% | -$295K | 0.25% | 28 |
|
|
2022
Q3 | $776K | Sell |
27,880
-9,632
| -26% | -$268K | 0.37% | 33 |
|
|
2022
Q2 | $1.07M | Buy |
37,512
+27,512
| +275% | +$785K | 0.63% | 30 |
|
|
2022
Q1 | $333K | Buy |
+10,000
| New | +$333K | 0.15% | 74 |
|