Cambridge Investment Research 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
Q3 | $3.6M | Sell |
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|
2025
Q2 | $3.99M | Buy |
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|
2025
Q1 | $3.73M | Buy |
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|
2024
Q4 | $3.61M | Buy |
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|
2024
Q3 | $3.38M | Buy |
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|
2024
Q2 | $3.01M | Sell |
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|
2024
Q1 | $4M | Sell |
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|
2023
Q4 | $14.2M | Buy |
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|
2023
Q3 | $12.4M | Buy |
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|
2023
Q2 | $9.51M | Buy |
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|
2023
Q1 | $8.69M | Buy |
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|
2022
Q4 | $1.68M | Buy |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $1.43M | Buy |
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