AWM
CAPD
Accel Wealth Management’s iPath Shiller CAPE ETN CAPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-139,559
| Closed | -$2.68M | – | 1104 |
|
|
2022
Q3 | $2.68M | Sell |
139,559
-19,886
| -12% | -$382K | 1.43% | 12 |
|
|
2022
Q2 | $3.05M | Sell |
159,445
-1,475
| -0.9% | -$28.2K | 1.75% | 7 |
|
|
2022
Q1 | $3.57M | Sell |
160,920
-1,690
| -1% | -$37.5K | 1.85% | 7 |
|
|
2021
Q4 | $3.7M | Buy |
162,610
+2,770
| +2% | +$63K | 1.81% | 8 |
|
|
2021
Q3 | $3.37M | Sell |
159,840
-2,680
| -2% | -$56.5K | 2.18% | 6 |
|
|
2021
Q2 | $3.41M | Buy |
162,520
+146,268
| +900% | +$3.07M | 2.26% | 5 |
|
|
2021
Q1 | $3.12M | Sell |
16,252
-325
| -2% | -$62.3K | 2.53% | 3 |
|
|
2020
Q4 | $2.95M | Buy |
+16,577
| New | +$2.95M | 2.75% | 3 |
|