Arete Wealth Advisors’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $294K | Sell |
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2024
Q3 | $339K | Sell |
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|
2024
Q2 | $619K | Sell |
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|
2024
Q1 | $777K | Sell |
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|
2023
Q4 | $792K | Buy |
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|
2023
Q3 | $213K | Sell |
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|
2023
Q2 | $747K | Sell |
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|
2023
Q1 | $812K | Sell |
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|
2022
Q4 | $759M | Buy |
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|
2022
Q3 | $450K | Buy |
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