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

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.