WealthPlan Investment 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 | – | Sell |
-2,281
| Closed | -$69.7K | – | 245 |
|
|
2023
Q2 | $69.7K | Sell |
2,281
-528
| -19% | -$16.1K | 0.02% | 177 |
|
|
2023
Q1 | $86.6K | Sell |
2,809
-7,271
| -72% | -$224K | 0.01% | 206 |
|
|
2022
Q4 | $324K | Sell |
10,080
-263
| -3% | -$8.46K | 0.02% | 302 |
|
|
2022
Q3 | $330K | Buy |
+10,343
| New | +$330K | 0.02% | 291 |
|
|
2022
Q1 | $10.9M | Buy |
+344,118
| New | +$10.9M | 0.76% | 49 |
|