IAG Wealth Partners’s iPath Shiller CAPE ETN CAPD Stock Holding History

IAG Wealth Partners’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	-370	Closed	-$7K	–	494
2022 Q3	$7K	Buy	+370	New	+$7.5K	﹤0.01%	317

IAG Wealth Partners's CAPD Position: Q4 2022 in Review

IAG Wealth Partners sold out of iPath Shiller CAPE ETN (CAPD) in Q4 2022, closing a stake of 370 shares — an estimated $7K sold.

IAG Wealth Partners first reported a position in CAPD in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 0 funds tracked by Wall St. Rank hold CAPD as of Q4 2022.

IAG Wealth Partners reported no remaining iPath Shiller CAPE ETN position as of Q4 2022 after selling out during the quarter.
IAG Wealth Partners sold 370 iPath Shiller CAPE ETN shares in Q4 2022, an estimated $7K.
IAG Wealth Partners first reported a position in iPath Shiller CAPE ETN in Q3 2022 and held it in 1 quarter.
IAG Wealth Partners's iPath Shiller CAPE ETN position peaked at $7K in Q3 2022.
0 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.