Wealthspire Advisors (New York)’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 | $1.66M | Buy |
39,267
+1,293
| +3% | +$54.5K | 0.01% | 307 |
|
|
2025
Q1 | $1.54M | Buy |
37,974
+2,083
| +6% | +$84.7K | 0.01% | 310 |
|
|
2024
Q4 | $1.37M | Buy |
35,891
+756
| +2% | +$28.8K | 0.01% | 309 |
|
|
2024
Q3 | $1.32M | Buy |
35,135
+132
| +0.4% | +$4.96K | 0.01% | 321 |
|
|
2024
Q2 | $1.14M | Hold |
35,003
| – | – | 0.01% | 298 |
|
|
2024
Q1 | $1.14M | Hold |
35,003
| – | – | 0.02% | 294 |
|
|
2023
Q4 | $1.1M | Sell |
35,003
-3,870
| -10% | -$122K | 0.02% | 295 |
|
|
2023
Q3 | $1.18M | Sell |
38,873
-3,471
| -8% | -$106K | 0.02% | 255 |
|
|
2023
Q2 | $1.29M | Sell |
42,344
-25,264
| -37% | -$772K | 0.02% | 213 |
|
|
2023
Q1 | $2.09M | Sell |
67,608
-18,658
| -22% | -$575K | 0.04% | 147 |
|
|
2022
Q4 | $2.72M | Buy |
86,266
+238
| +0.3% | +$7.49K | 0.05% | 128 |
|
|
2022
Q3 | $2.39M | Buy |
86,028
+3,594
| +4% | +$100K | 0.05% | 130 |
|
|
2022
Q2 | $2.35M | Buy |
82,434
+28,604
| +53% | +$816K | 0.05% | 131 |
|
|
2022
Q1 | $1.79M | Buy |
53,830
+16,105
| +43% | +$536K | 0.04% | 135 |
|
|
2021
Q4 | $1.18M | Buy |
+37,725
| New | +$1.18M | 0.03% | 209 |
|