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Carolinas Wealth Consulting’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Carolinas Wealth Consulting’s Portfolio IVOL Stock Details IVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-700
Closed -$16K – 1087
2022
Q3 		$16K Buy
+700
New +$17.1K ﹤0.01% 480

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JCM
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TWM
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HCM
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FA
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Carolinas Wealth Consulting's IVOL Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q4 2022, closing a stake of 700 shares — an estimated $16K sold.

Carolinas Wealth Consulting first reported a position in IVOL in Q3 2022 and held it in 1 quarter. The position peaked at $16K in Q3 2022. 157 funds tracked by Wall St. Rank hold IVOL as of Q4 2022.

  • Carolinas Wealth Consulting reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q4 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 700 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2022, an estimated $16K.
  • Carolinas Wealth Consulting first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2022 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $16K in Q3 2022.
  • 157 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.