Evensky & Katz’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
Q3 | $17.3M | Sell |
|
|||||
|
2025
Q2 | $17.5M | Sell |
|
|||||
|
2025
Q1 | $16.9M | Sell |
|
|||||
|
2024
Q4 | $17.4M | Sell |
|
|||||
|
2024
Q3 | $17.5M | Sell |
|
|||||
|
2024
Q2 | $16.5M | Sell |
|
|||||
|
2024
Q1 | $17M | Sell |
|
|||||
|
2023
Q4 | $16.4M | Sell |
|
|||||
|
2023
Q3 | $14.7M | Sell |
|
|||||
|
2023
Q2 | $15.4M | Sell |
|
|||||
|
2023
Q1 | $15M | Sell |
|
|||||
|
2022
Q4 | $16.7M | Buy |
|
|||||
|
2022
Q3 | $492K | Buy |
|