Dana Investment Advisors’s iPath Shiller CAPE ETN CAPD Stock Holding History

Dana Investment Advisors’s Portfolio CAPD Stock Details CAPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,853	Closed	-$217K	–	423
2022 Q3	$217K	Hold	11,853	–	–	0.01%	380
2022 Q2	$221K	Sell	11,853 -3,655	-24%	-$74.2K	0.01%	395
2022 Q1	$352K	Buy	15,508 +1,750	+13%	+$38.2K	0.02%	298
2021 Q4	$313K	Buy	+13,758	New	+$304K	0.01%	296

Dana Investment Advisors's CAPD Position: Q4 2022 in Review

Dana Investment Advisors sold out of iPath Shiller CAPE ETN (CAPD) in Q4 2022, closing a stake of 11,853 shares — an estimated $217K sold.

Dana Investment Advisors first reported a position in CAPD in Q4 2021 and held it in 4 quarters. The position peaked at $352K in Q1 2022. 0 funds tracked by Wall St. Rank hold CAPD as of Q4 2022.

Dana Investment Advisors reported no remaining iPath Shiller CAPE ETN position as of Q4 2022 after selling out during the quarter.
Dana Investment Advisors sold 11,853 iPath Shiller CAPE ETN shares in Q4 2022, an estimated $217K.
Dana Investment Advisors first reported a position in iPath Shiller CAPE ETN in Q4 2021 and held it in 4 quarters.
Dana Investment Advisors's iPath Shiller CAPE ETN position peaked at $352K in Q1 2022.
0 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q4 2022.

Based on Dana Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.