Heritage Trust’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 | $8.4M | Sell |
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|
2022
Q2 | $10.9M | Sell |
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|
2022
Q1 | $13.3M | Sell |
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|
2021
Q4 | $13.7M | Buy |
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|
2021
Q3 | $12.6M | Buy |
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|
2021
Q2 | $12.4M | Buy |
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|
2021
Q1 | $11.1M | Buy |
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|
2020
Q4 | $10.2M | Buy |
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|
2020
Q3 | $8.63M | Sell |
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|
2020
Q2 | $7.97M | Sell |
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|
2020
Q1 | $6.74M | Buy |
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