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 |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $485K | Sell |
|
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|
2023
Q1 | $742K | Sell |
|
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|
2022
Q4 | $886K | Sell |
|
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|
2022
Q3 | $1.91M | Sell |
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|
2022
Q2 | $2.31M | Buy |
|
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|
2022
Q1 | $2.26M | Sell |
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|
2021
Q4 | $2.37M | Sell |
|
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|
2021
Q3 | $2.96M | Buy |
|
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|
2021
Q2 | $2.7M | Buy |
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|
2021
Q1 | $1.01M | Buy |
|