Accel Wealth Management’s iPath Shiller CAPE ETN CAPD Stock Holding History

Accel Wealth Management’s Portfolio CAPD Stock Details CAPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$403K	1.43%	12
2022 Q2	$3.05M	Sell	159,445 -1,475	-0.9%	-$29.9K	1.75%	7
2022 Q1	$3.57M	Sell	160,920 -1,690	-1%	-$36.9K	1.85%	7
2021 Q4	$3.7M	Buy	162,610 +2,770	+2%	+$61.2K	1.81%	8
2021 Q3	$3.37M	Sell	159,840 -2,680	-2%	-$57.7K	2.18%	6
2021 Q2	$3.41M	Hold	162,520	–	–	2.26%	5
2021 Q1	$3.12M	Sell	162,520 -3,250	-2%	-$60K	2.53%	3
2020 Q4	$2.95M	Buy	+165,770	New	+$2.77M	2.75%	3

Accel Wealth Management's CAPD Position: Q4 2022 in Review

Accel Wealth Management sold out of iPath Shiller CAPE ETN (CAPD) in Q4 2022, closing a stake of 139,559 shares — an estimated $2.68M sold.

Accel Wealth Management first reported a position in CAPD in Q4 2020 and held it in 8 quarters. The position peaked at $3.7M in Q4 2021. 0 funds tracked by Wall St. Rank hold CAPD as of Q4 2022.

Accel Wealth Management reported no remaining iPath Shiller CAPE ETN position as of Q4 2022 after selling out during the quarter.
Accel Wealth Management sold 139,559 iPath Shiller CAPE ETN shares in Q4 2022, an estimated $2.68M.
Accel Wealth Management first reported a position in iPath Shiller CAPE ETN in Q4 2020 and held it in 8 quarters.
Accel Wealth Management's iPath Shiller CAPE ETN position peaked at $3.7M in Q4 2021.
0 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.