JWCA
CAPD

J.W. Cole Advisors’s iPath Shiller CAPE ETN CAPD Stock Holding History

J.W. Cole Advisors’s Portfolio CAPD Stock Details CAPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-11,518
Closed -$293K – 893
2021
Q3 		$293K Buy
+11,518
New +$293K 0.02% 362
2020
Q1 		– Sell
-614,950
Closed -$9.17M – 537
2019
Q4 		$9.17M Buy
+614,950
New +$9.17M 1.16% 8