Avantax Advisory Services’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 |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $353K | Hold |
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|
2021
Q4 | $362K | Sell |
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|
2021
Q3 | $621K | Hold |
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|
2021
Q2 | $618K | Sell |
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|
2021
Q1 | $595K | Hold |
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|
2020
Q4 | $551K | Hold |
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|
2020
Q3 | $483K | Sell |
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|
2020
Q2 | $449K | Buy |
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