LGWM
CAPD
Litman Gregory Wealth Management’s iPath Shiller CAPE ETN CAPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-45
| Closed | -$6K | – | 267 |
|
|
2019
Q3 | $6K | Hold |
45
| – | – | ﹤0.01% | 152 |
|
|
2019
Q2 | $6K | Hold |
45
| – | – | ﹤0.01% | 169 |
|
|
2019
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 117 |
|
|
2018
Q4 | $5K | Hold |
45
| – | – | ﹤0.01% | 132 |
|
|
2018
Q3 | $6K | Buy |
+45
| New | +$6K | ﹤0.01% | 98 |
|