Poehling Capital Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $2.26M | Buy |
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|
2022
Q2 | $2.22M | Buy |
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|
2022
Q1 | $2.13M | Buy |
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|
2021
Q4 | $2.21M | Sell |
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|
2021
Q3 | $2.46M | Buy |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $1.8M | Buy |
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|
2020
Q3 | $1.7M | Buy |
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|
2020
Q2 | $1.67M | Sell |
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|
2020
Q1 | $4.16M | Buy |
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|
2019
Q4 | $2.21M | Buy |
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|
2019
Q3 | $2.1M | Buy |
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|
2019
Q2 | $2.11M | Buy |
|