U.S. Capital 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 | $299K | Buy |
7,100
+1,400
| +25% | +$59K | 0.01% | 711 |
|
2025
Q1 | $232K | Buy |
+5,700
| New | +$232K | 0.01% | 768 |
|
2024
Q3 | – | Sell |
-6,236
| Closed | -$204K | – | 705 |
|
2024
Q2 | $204K | Hold |
6,236
| – | – | 0.01% | 638 |
|
2024
Q1 | $203K | Sell |
6,236
-900
| -13% | -$29.3K | 0.01% | 644 |
|
2023
Q4 | $225K | Buy |
+7,136
| New | +$225K | 0.01% | 608 |
|
2023
Q2 | – | Sell |
-6,836
| Closed | -$211K | – | 673 |
|
2023
Q1 | $211K | Sell |
6,836
-315
| -4% | -$9.72K | 0.01% | 599 |
|
2022
Q4 | $225K | Buy |
+7,151
| New | +$225K | 0.01% | 580 |
|