Ballew Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $802K | Sell |
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|
2023
Q2 | $863K | Buy |
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|
2023
Q1 | $825K | Sell |
|
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|
2022
Q4 | $969K | Sell |
|
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|
2022
Q3 | $1.17M | Buy |
|
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.43M | Buy |
|
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|
2021
Q4 | $390K | Sell |
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|
2021
Q3 | $1.8M | Sell |
|
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|
2021
Q2 | $2.66M | Sell |
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|
2021
Q1 | $7.47M | Buy |
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|
2020
Q4 | $3.93M | Buy |
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|
2020
Q3 | $3M | Buy |
|