Stifel Financial’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 | $398K | Sell |
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|
2019
Q3 | $383K | Buy |
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|
2019
Q2 | $363K | Sell |
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|
2019
Q1 | $506K | Hold |
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|
2018
Q4 | $437K | Buy |
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|
2018
Q3 | $506K | Hold |
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|
2018
Q2 | $460K | Hold |
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|
2018
Q1 | $446K | Sell |
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|
2017
Q4 | $472K | Buy |
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|
2017
Q3 | $420K | Hold |
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|
2017
Q2 | $412K | Buy |
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