CPA
Clear Point Advisors’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Buy |
171,108
+4,000
| +2% | +$127K | 4.59% | 2 |
|
|
2025
Q1 | $5.08M | Sell |
167,108
-40,907
| -20% | -$1.24M | 4.57% | 2 |
|
|
2024
Q4 | $6.23M | Sell |
208,015
-9,165
| -4% | -$275K | 5.33% | 2 |
|
|
2024
Q3 | $6.43M | Sell |
217,180
-1,942
| -0.9% | -$57.5K | 4.97% | 2 |
|
|
2024
Q2 | $6.07M | Sell |
219,122
-45,728
| -17% | -$1.27M | 4.99% | 2 |
|
|
2024
Q1 | $7.42M | Sell |
264,850
-2,815
| -1% | -$78.8K | 6.1% | 2 |
|
|
2023
Q4 | $7.11M | Buy |
+267,665
| New | +$7.11M | 6.28% | 2 |
|