Caldwell Sutter Capital’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-59
| Closed | -$1.1K | – | 882 |
|
|
2025
Q1 | $1.1K | Hold |
59
| – | – | ﹤0.01% | 789 |
|
|
2024
Q4 | $1.05K | Hold |
59
| – | – | ﹤0.01% | 813 |
|
|
2024
Q3 | $1.14K | Hold |
59
| – | – | ﹤0.01% | 806 |
|
|
2024
Q2 | $1.09K | Hold |
59
| – | – | ﹤0.01% | 822 |
|
|
2024
Q1 | $1.12K | Hold |
59
| – | – | ﹤0.01% | 815 |
|
|
2023
Q4 | $1.22K | Buy |
59
+9
| +18% | +$186 | ﹤0.01% | 809 |
|
|
2023
Q3 | $1.03K | Buy |
+50
| New | +$1.03K | ﹤0.01% | 795 |
|