Castleview Partners’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 | $1.99K | Hold |
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|
2023
Q3 | $1.97K | Sell |
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|
2023
Q2 | $2.14K | Hold |
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|
2023
Q1 | $2.36K | Hold |
|
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|
2022
Q4 | $2.35K | Hold |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $695 | Sell |
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|
2022
Q1 | $967K | Sell |
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|
2021
Q4 | $120K | Buy |
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|
2021
Q2 | $2.35M | Buy |
|