Pillar Wealth Advisors’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
Q3 | – | Sell |
-9,924
| Closed | -$204K | – | 69 |
|
|
2023
Q2 | $204K | Buy |
9,924
+44
| +0.4% | +$905 | 0.17% | 67 |
|
|
2023
Q1 | $224K | Sell |
9,880
-4,364
| -31% | -$99.2K | 0.22% | 62 |
|
|
2022
Q4 | $322K | Sell |
14,244
-14,238
| -50% | -$322K | 0.31% | 52 |
|
|
2022
Q3 | $631K | Buy |
28,482
+41
| +0.1% | +$908 | 0.63% | 34 |
|
|
2022
Q2 | $721K | Buy |
28,441
+42
| +0.1% | +$1.07K | 0.73% | 30 |
|
|
2022
Q1 | $728K | Sell |
28,399
-1,496
| -5% | -$38.4K | 0.7% | 25 |
|
|
2021
Q4 | $803K | Buy |
+29,895
| New | +$803K | 0.76% | 26 |
|