Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $68K | Sell |
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|
2025
Q2 | $138K | Buy |
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|
2025
Q1 | $85K | Buy |
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|
2024
Q4 | $80K | Sell |
|
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|
2024
Q3 | $193K | Buy |
|
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|
2024
Q2 | $8K | Hold |
|
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|
2024
Q1 | $8K | Hold |
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|
2023
Q4 | $9K | Hold |
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|
2023
Q3 | $9K | Buy |
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|
2023
Q2 | $8K | Hold |
|
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|
2023
Q1 | $9K | Hold |
|
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|
2022
Q4 | $9K | Sell |
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|
2022
Q3 | $10K | Sell |
|
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|
2022
Q2 | $46K | Sell |
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|
2022
Q1 | $211K | Sell |
|
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|
2021
Q4 | $428K | Buy |
|
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|
2021
Q2 | $106K | Hold |
|
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|
2021
Q1 | $106K | Hold |
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|
2020
Q4 | $106K | Hold |
|
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|
2020
Q3 | $106K | Hold |
|
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|
2020
Q2 | $106K | Hold |
|
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|
2020
Q1 | $106K | Hold |
|
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|
2019
Q4 | $106K | Hold |
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|
2019
Q3 | $106K | Hold |
|
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|
2019
Q2 | $106K | Hold |
|
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|
2019
Q1 | $106K | Buy |
|