Cetera Advisors’s iPath Shiller CAPE ETN CAPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-23,922
| Closed | -$438K | – | 1681 |
|
|
2022
Q3 | $438K | Sell |
23,922
-350
| -1% | -$6.41K | 0.01% | 839 |
|
|
2022
Q2 | $453K | Sell |
24,272
-90
| -0.4% | -$1.68K | 0.01% | 888 |
|
|
2022
Q1 | $543K | Buy |
24,362
+3,972
| +19% | +$88.5K | 0.01% | 846 |
|
|
2021
Q4 | $464K | Hold |
20,390
| – | – | 0.01% | 916 |
|
|
2021
Q3 | $430K | Buy |
+20,390
| New | +$430K | 0.01% | 936 |
|