Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-51
| Closed | -$1K | – | 1090 |
|
|
2022
Q1 | $1K | Hold |
51
| – | – | ﹤0.01% | 923 |
|
|
2021
Q4 | $1K | Hold |
51
| – | – | ﹤0.01% | 918 |
|
|
2021
Q3 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 909 |
|
|
2021
Q2 | – | Sell |
-354
| Closed | -$10K | – | 962 |
|
|
2021
Q1 | $10K | Buy |
+354
| New | +$10K | ﹤0.01% | 697 |
|