FFWM
CAPD
Future Financial Wealth Management’s iPath Shiller CAPE ETN CAPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$30K | 1.42% | 20 |
|
|
2022
Q2 | $1.44M | Hold |
64,366
| – | – | 1.4% | 17 |
|
|
2022
Q1 | $1.44M | Sell |
64,366
-6,318
| -9% | -$141K | 1.19% | 17 |
|
|
2021
Q4 | $1.6M | Buy |
70,684
+3,056
| +5% | +$69.3K | 1.28% | 18 |
|
|
2021
Q3 | $1.42M | Hold |
67,628
| – | – | 1.46% | 19 |
|
|
2021
Q2 | $1.42M | Buy |
67,628
+52,749
| +355% | +$1.11M | 1.46% | 19 |
|
|
2021
Q1 | $2.85M | Buy |
14,879
+13,729
| +1,194% | +$2.63M | 3.28% | 4 |
|
|
2020
Q4 | $205K | Buy |
+1,150
| New | +$205K | 0.24% | 109 |
|