TrinityPoint Wealth’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
$218K Sell
2024
Q3
$265K Sell
2024
Q2
$260K Buy
2024
Q1
$260K Sell
2023
Q4
$301K Sell
2023
Q3
$303K Buy