Laffer Tengler Investments’s iPath Shiller CAPE ETN CAPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-8,770
| Closed | -$160K | – | 493 |
|
2022
Q3 | $160K | Hold |
8,770
| – | – | 0.06% | 187 |
|
2022
Q2 | $164K | Hold |
8,770
| – | – | 0.06% | 191 |
|
2022
Q1 | $195K | Hold |
8,770
| – | – | 0.06% | 191 |
|
2021
Q4 | $200K | Hold |
8,770
| – | – | 0.06% | 200 |
|
2021
Q3 | $185K | Buy |
+8,770
| New | +$185K | 0.05% | 226 |
|