TCI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-70
| Closed | -$2K | – | 2583 |
|
|
2022
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 1945 |
|
|
2022
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 2004 |
|
|
2022
Q1 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 1990 |
|
|
2021
Q4 | – | Sell |
-86
| Closed | -$2K | – | 2403 |
|
|
2021
Q3 | $2K | Sell |
86
-131
| -60% | -$3.05K | ﹤0.01% | 2125 |
|
|
2021
Q2 | $6K | Buy |
+217
| New | +$6K | ﹤0.01% | 1305 |
|