MWM
CAPD

Meridian Wealth Management’s iPath Shiller CAPE ETN CAPD Stock Holding History

Meridian Wealth Management’s Portfolio CAPD Stock Details CAPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-37,000
Closed -$397K – 189
2017
Q2 		$397K Buy
37,000
+7,000
+23% +$75.1K 0.25% 94
2017
Q1 		$311K Buy
+30,000
New +$311K 0.19% 118