Perigon Wealth Management’s iPath Shiller CAPE ETN CAPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $237K | Hold |
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|
2019
Q3 | $221K | Hold |
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|
2019
Q2 | $216K | Hold |
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|
2019
Q1 | $216K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $211K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $186K | Hold |
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|
2017
Q4 | $185K | Hold |
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|
2017
Q3 | $174K | Hold |
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|
2017
Q2 | $171K | Hold |
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|
2017
Q1 | $165K | Hold |
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|
2016
Q4 | $165K | Buy |
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