Future Financial Wealth Management’s iPath Shiller CAPE ETN CAPD Stock Holding History

Future Financial Wealth Management’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	-65,973	Closed	-$1.23M	–	135
2022 Q3	$1.23M	Buy	65,973 +1,607	+2%	+$32.6K	1.42%	20
2022 Q2	$1.44M	Hold	64,366	–	–	1.4%	17
2022 Q1	$1.44M	Sell	64,366 -6,318	-9%	-$138K	1.19%	17
2021 Q4	$1.6M	Buy	70,684 +3,056	+5%	+$67.5K	1.28%	18
2021 Q3	$1.42M	Hold	67,628	–	–	1.46%	19
2021 Q2	$1.42M	Sell	67,628 -81,162	-55%	-$1.65M	1.46%	19
2021 Q1	$2.85M	Buy	148,790 +137,290	+1,194%	+$2.53M	3.28%	4
2020 Q4	$205K	Buy	+11,500	New	+$192K	0.24%	109

Future Financial Wealth Management's CAPD Position: Q4 2022 in Review

Future Financial Wealth Management sold out of iPath Shiller CAPE ETN (CAPD) in Q4 2022, closing a stake of 65,973 shares — an estimated $1.23M sold.

Future Financial Wealth Management first reported a position in CAPD in Q4 2020 and held it in 8 quarters. The position peaked at $2.85M in Q1 2021. 0 funds tracked by Wall St. Rank hold CAPD as of Q4 2022.

Future Financial Wealth Management reported no remaining iPath Shiller CAPE ETN position as of Q4 2022 after selling out during the quarter.
Future Financial Wealth Management sold 65,973 iPath Shiller CAPE ETN shares in Q4 2022, an estimated $1.23M.
Future Financial Wealth Management first reported a position in iPath Shiller CAPE ETN in Q4 2020 and held it in 8 quarters.
Future Financial Wealth Management's iPath Shiller CAPE ETN position peaked at $2.85M in Q1 2021.
0 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q4 2022.

Based on Future Financial Wealth Management's 13F filing for Q4 2022, filed 5 Jan 2023.