Operose Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,115
| Closed | -$40.7K | – | 537 |
|
|
2024
Q3 | $40.7K | Sell |
2,115
-444
| -17% | -$8.55K | 0.01% | 294 |
|
|
2024
Q2 | $47.4K | Sell |
2,559
-2,738
| -52% | -$50.7K | 0.02% | 241 |
|
|
2024
Q1 | $100K | Buy |
5,297
+1,797
| +51% | +$34K | 0.03% | 199 |
|
|
2023
Q4 | $72.4K | Buy |
+3,500
| New | +$72.4K | 0.03% | 189 |
|