Money Concepts Capital’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 |
-226
| Closed | -$5.11K | – | 1723 |
|
|
2022
Q4 | $5.11K | Buy |
+226
| New | +$5.11K | ﹤0.01% | 2335 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2053 |
|
|
2022
Q1 | – | Sell |
-514
| Closed | -$14K | – | 2726 |
|
|
2021
Q4 | $14K | Buy |
+514
| New | +$14K | ﹤0.01% | 665 |
|
|
2021
Q1 | $2.28M | Buy |
+79,834
| New | +$2.28M | 0.18% | 125 |
|