Northwestern Mutual Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-722
| Closed | -$13.7K | – | 3657 |
|
|
2024
Q1 | $13.7K | Sell |
722
-2,228
| -76% | -$42.2K | ﹤0.01% | 2524 |
|
|
2023
Q4 | $61K | Buy |
+2,950
| New | +$61K | ﹤0.01% | 1974 |
|
|
2023
Q3 | – | Sell |
-86
| Closed | -$1.77K | – | 3420 |
|
|
2023
Q2 | $1.77K | Buy |
+86
| New | +$1.77K | ﹤0.01% | 3008 |
|
|
2023
Q1 | – | Sell |
-65
| Closed | -$1.47K | – | 3486 |
|
|
2022
Q4 | $1.47K | Buy |
+65
| New | +$1.47K | ﹤0.01% | 2995 |
|
|
2022
Q3 | – | Sell |
-1,044
| Closed | -$26K | – | 3243 |
|
|
2022
Q2 | $26K | Sell |
1,044
-231
| -18% | -$5.75K | ﹤0.01% | 2135 |
|
|
2022
Q1 | $33K | Sell |
1,275
-234
| -16% | -$6.06K | ﹤0.01% | 2109 |
|
|
2021
Q4 | $41K | Sell |
1,509
-1,291
| -46% | -$35.1K | ﹤0.01% | 2049 |
|
|
2021
Q3 | $78K | Buy |
+2,800
| New | +$78K | ﹤0.01% | 1733 |
|