WESPAC Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $1.65M | Sell |
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|
2021
Q3 | $2.11M | Buy |
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|
2021
Q2 | $816K | Sell |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.23M | Sell |
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|
2020
Q3 | $1.45M | Buy |
|