BBPWM
CAPD

Blue Bell Private Wealth Management’s iPath Shiller CAPE ETN CAPD Stock Holding History

Blue Bell Private Wealth Management’s Portfolio CAPD Stock Details CAPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-565
Closed -$10K – 756
2022
Q3 		$10K Sell
565
-1,899
-77% -$33.6K ﹤0.01% 379
2022
Q2 		$46K Hold
2,464
– – 0.02% 221
2022
Q1 		$55K Buy
2,464
+1,722
+232% +$38.4K 0.02% 214
2021
Q4 		$17K Buy
+742
New +$17K ﹤0.01% 324