CWS
IVOL icon

Confluence Wealth Services’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Confluence Wealth Services’s Portfolio IVOL Stock Details IVOL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,652
Closed -$124K – 693
2021
Q4 		$124K Buy
+4,652
New +$124K 0.04% 294