D. Scott Neal’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,775
| Closed | -$357K | – | 64 |
|
|
2022
Q4 | $357K | Hold |
15,775
| – | – | 0.17% | 40 |
|
|
2022
Q3 | $350K | Hold |
15,775
| – | – | 0.15% | 41 |
|
|
2022
Q2 | $400K | Hold |
15,775
| – | – | 0.17% | 39 |
|
|
2022
Q1 | $404K | Hold |
15,775
| – | – | 0.16% | 45 |
|
|
2021
Q4 | $424K | Hold |
15,775
| – | – | 0.16% | 40 |
|
|
2021
Q3 | $440K | Sell |
15,775
-374
| -2% | -$10.4K | 0.19% | 29 |
|
|
2021
Q2 | $446K | Buy |
+16,149
| New | +$446K | 0.2% | 26 |
|