Geneos Wealth Management’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
Q3 | – | Sell |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $92K | Hold |
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|
2021
Q4 | $94K | Hold |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $87K | Hold |
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|
2021
Q1 | $83K | Hold |
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|
2020
Q4 | $79K | Hold |
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|
2020
Q3 | $63K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $47K | Buy |
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|
2019
Q4 | $58K | Hold |
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|
2019
Q3 | $53K | Hold |
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|
2019
Q2 | $52K | Hold |
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|
2019
Q1 | $50K | Hold |
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|
2018
Q4 | $43K | Hold |
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|
2018
Q3 | $51K | Buy |
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