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Robertson Stephens Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-13,115
Closed -$364K 415
2022
Q3
$364K Hold
13,115
0.04% 253
2022
Q2
$374K Sell
13,115
-1,310
-9% -$37.4K 0.04% 272
2022
Q1
$480K Buy
+14,425
New +$480K 0.04% 255