Carlton Hofferkamp & Jenks Wealth Management’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
2024
Q1
Sell
2023
Q4
$245K Sell
2023
Q3
$371K Sell
2023
Q2
$485K Sell
2023
Q1
$742K Sell
2022
Q4
$886K Sell
2022
Q3
$1.91M Sell
2022
Q2
$2.31M Buy
2022
Q1
$2.26M Sell
2021
Q4
$2.37M Sell
2021
Q3
$2.96M Buy
2021
Q2
$2.7M Buy
2021
Q1
$1.01M Buy