WealthPLAN Partners’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 |
-4,582
| Closed | -$140K | – | 700 |
|
|
2023
Q2 | $140K | Sell |
4,582
-2,499
| -35% | -$76.4K | 0.02% | 341 |
|
|
2023
Q1 | $218K | Sell |
7,081
-2,999
| -30% | -$92.5K | 0.02% | 290 |
|
|
2022
Q4 | $325K | Buy |
+10,080
| New | +$325K | 0.02% | 303 |
|
|
2022
Q1 | $10.9M | Buy |
344,118
+9,056
| +3% | +$288K | 0.76% | 49 |
|
|
2021
Q4 | $10.2M | Buy |
335,062
+26,602
| +9% | +$811K | 0.67% | 53 |
|
|
2021
Q3 | $9.43M | Buy |
+308,460
| New | +$9.43M | 0.63% | 55 |
|