IA
CAPD

IFP Advisors’s iPath Shiller CAPE ETN CAPD Stock Holding History

IFP Advisors’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
-17
Closed -$2K – 4922
2022
Q3 		$2K Hold
17
– – ﹤0.01% 4475
2022
Q2 		$2K Hold
17
– – ﹤0.01% 4254
2022
Q1 		$2K Buy
+17
New +$371 ﹤0.01% 4252
2020
Q4 		– Sell
-1,000
Closed -$16.7K – 3153
2020
Q3 		$16K Buy
+1,000
New +$15.3K ﹤0.01% 1742
2020
Q1 		– Sell
-4,950
Closed -$69.4K – 3080
2019
Q4 		$73K Buy
4,950
+2,790
+129% +$39.8K 0.01% 1095
2019
Q3 		$29K Buy
+2,160
New +$29.6K ﹤0.01% 1610

IFP Advisors's CAPD Position: Q4 2022 in Review

IFP Advisors sold out of iPath Shiller CAPE ETN (CAPD) in Q4 2022, closing a stake of 17 shares — an estimated $2K sold.

IFP Advisors first reported a position in CAPD in Q3 2019 and held it in 6 quarters. The position peaked at $73K in Q4 2019. 0 funds tracked by Wall St. Rank hold CAPD as of Q4 2022.

  • IFP Advisors reported no remaining iPath Shiller CAPE ETN position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 17 iPath Shiller CAPE ETN shares in Q4 2022, an estimated $2K.
  • IFP Advisors first reported a position in iPath Shiller CAPE ETN in Q3 2019 and held it in 6 quarters.
  • IFP Advisors's iPath Shiller CAPE ETN position peaked at $73K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.