Avaii Wealth Management’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
Q4 | $758K | Sell |
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|
2025
Q3 | $786K | Sell |
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|
2025
Q2 | $798K | Buy |
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|
2025
Q1 | $734K | Sell |
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|
2024
Q4 | $725K | Buy |
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|
2024
Q3 | $712K | Buy |
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|
2024
Q2 | $648K | Buy |
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|
2024
Q1 | $612K | Buy |
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|
2023
Q4 | $543K | Buy |
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|
2023
Q3 | $332K | Buy |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $232K | Buy |
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