Sowell Financial Services’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
Q1 | – | Sell |
-36,370
| Closed | -$1.15M | – | 799 |
|
|
2022
Q4 | $1.15M | Hold |
36,370
| – | – | 0.07% | 296 |
|
|
2022
Q3 | $1.01M | Buy |
+36,370
| New | +$1.01M | 0.1% | 236 |
|
|
2022
Q1 | – | Sell |
-56,480
| Closed | -$1.76M | – | 331 |
|
|
2021
Q4 | $1.76M | Buy |
56,480
+6,540
| +13% | +$204K | 0.1% | 218 |
|
|
2021
Q3 | $1.46M | Sell |
49,940
-15,440
| -24% | -$451K | 0.1% | 235 |
|
|
2021
Q2 | $1.97M | Buy |
+65,380
| New | +$1.97M | 0.13% | 191 |
|