Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $20.1K | Buy |
890
+307
| +53% | +$6.94K | ﹤0.01% | 659 |
|
|
2022
Q3 | $13K | Hold |
583
| – | – | ﹤0.01% | 608 |
|
|
2022
Q2 | $14.8K | Sell |
583
-591
| -50% | -$15K | ﹤0.01% | 601 |
|
|
2022
Q1 | $30K | Buy |
+1,174
| New | +$30K | 0.01% | 537 |
|
|
2021
Q3 | $35K | Buy |
1,267
+187
| +17% | +$5.17K | 0.01% | 496 |
|
|
2021
Q2 | $30K | Buy |
1,080
+974
| +919% | +$27.1K | 0.01% | 513 |
|
|
2021
Q1 | $3K | Buy |
+106
| New | +$3K | ﹤0.01% | 684 |
|