International Assets Investment Management’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Hold |
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|
2025
Q1 | $2.41M | Sell |
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|
2024
Q4 | $2.42M | Sell |
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|
2024
Q3 | $81.2K | Buy |
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|
2024
Q2 | $2.25M | Hold |
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|
2024
Q1 | $2.25M | Sell |
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|
2023
Q4 | $2.16M | Sell |
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|
2023
Q3 | $1.98M | Sell |
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|
2023
Q2 | $2.11M | Hold |
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|
2023
Q1 | $1.95M | Sell |
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|
2022
Q4 | $2.82M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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