Laidlaw Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $2.47M | Sell |
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|
2024
Q3 | $2.91M | Buy |
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|
2024
Q2 | $2.68M | Buy |
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|
2024
Q1 | $2.27M | Buy |
|
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $3.04M | Sell |
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|
2023
Q2 | $3.28M | Buy |
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|
2023
Q1 | $3.4M | Buy |
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|
2022
Q4 | $3.15M | Buy |
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|
2022
Q3 | $2.95M | Buy |
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|
2022
Q2 | $3.24M | Buy |
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|
2022
Q1 | $2.52M | Buy |
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