Evensky & Katz’s iPath Shiller CAPE ETN CAPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $575K | Sell |
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|
2022
Q2 | $915K | Sell |
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|
2022
Q1 | $1.63M | Sell |
|
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|
2021
Q4 | $2.72M | Buy |
|
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|
2021
Q3 | $732K | Buy |
|
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|
2021
Q2 | $720K | Sell |
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|
2021
Q1 | $667K | Sell |
|
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|
2020
Q4 | $637K | Hold |
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|
2020
Q3 | $558K | Hold |
|
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|
2020
Q2 | $507K | Buy |
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|
2020
Q1 | $245K | Sell |
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|
2019
Q4 | $337K | Sell |
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|
2019
Q3 | $416K | Sell |
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|
2019
Q2 | $425K | Hold |
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|
2019
Q1 | $408K | Sell |
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|
2018
Q4 | $9.57M | Buy |
|