Oliver Lagore Vanvalin Investment Group’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
Q3 | – | Sell |
-70
| Closed | -$1.3K | – | 723 |
|
|
2024
Q2 | $1.3K | Hold |
70
| – | – | ﹤0.01% | 634 |
|
|
2024
Q1 | $1.33K | Hold |
70
| – | – | ﹤0.01% | 638 |
|
|
2023
Q4 | $1.45K | Hold |
70
| – | – | ﹤0.01% | 645 |
|
|
2023
Q3 | $1.44K | Hold |
70
| – | – | ﹤0.01% | 713 |
|
|
2023
Q2 | $1.44K | Hold |
70
| – | – | ﹤0.01% | 671 |
|
|
2023
Q1 | $1.59K | Sell |
70
-35
| -33% | -$795 | ﹤0.01% | 598 |
|
|
2022
Q4 | $2.37K | Hold |
105
| – | – | ﹤0.01% | 543 |
|
|
2022
Q3 | $2K | Sell |
105
-562
| -84% | -$10.7K | ﹤0.01% | 529 |
|
|
2022
Q2 | $17K | Buy |
667
+3
| +0.5% | +$76 | 0.01% | 275 |
|
|
2022
Q1 | $17K | Buy |
+664
| New | +$17K | 0.01% | 271 |
|