Dana Investment 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
Q4 | $675K | Sell |
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|
2025
Q3 | $765K | Sell |
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|
2025
Q2 | $754K | Buy |
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|
2025
Q1 | $685K | Sell |
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|
2024
Q4 | $684K | Buy |
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|
2024
Q3 | $614K | Buy |
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|
2024
Q2 | $558K | Sell |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $572K | Buy |
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|
2023
Q3 | $493K | Buy |
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|
2023
Q2 | $423K | Buy |
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