Southeast Asset Advisors’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
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2025
Q1 | $1.02M | Hold |
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|
2024
Q4 | $1.01M | Hold |
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|
2024
Q3 | $994K | Hold |
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|
2024
Q2 | $931K | Hold |
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|
2024
Q1 | $941K | Hold |
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|
2023
Q4 | $891K | Hold |
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|
2023
Q3 | $795K | Hold |
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|
2023
Q2 | $823K | Hold |
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|
2023
Q1 | $762K | Hold |
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|
2022
Q4 | $706K | Buy |
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