Capital Analysts LLC’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 | $91K | Hold |
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|
2025
Q1 | $86K | Sell |
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|
2024
Q4 | $100K | Sell |
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|
2024
Q3 | $103K | Hold |
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|
2024
Q2 | $97K | Hold |
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|
2024
Q1 | $98K | Hold |
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|
2023
Q4 | $92K | Hold |
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|
2023
Q3 | $83K | Hold |
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|
2023
Q2 | $85K | Hold |
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|
2023
Q1 | $79K | Hold |
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|
2022
Q4 | $73K | Buy |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $55K | Buy |
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