Sugarloaf Wealth 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
Q4 | $177 | Hold |
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|
2024
Q3 | $193 | Hold |
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|
2024
Q2 | $185 | Hold |
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|
2024
Q1 | $189 | Hold |
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|
2023
Q4 | $207 | Hold |
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|
2023
Q3 | $206 | Sell |
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|
2023
Q2 | $986K | Sell |
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|
2023
Q1 | $1.94M | Buy |
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|
2022
Q4 | $226 | Buy |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Hold |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $447K | Sell |
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|
2021
Q2 | $550K | Sell |
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|
2021
Q1 | $5.24K | Buy |
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|
2020
Q4 | $17K | Buy |
|