Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $185K | Hold |
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|
2022
Q2 | $189K | Hold |
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|
2022
Q1 | $225K | Hold |
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|
2021
Q4 | $230K | Hold |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $194 | Buy |
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|
2020
Q4 | $180K | Hold |
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|
2020
Q3 | $158K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $119K | Hold |
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|
2019
Q4 | $151K | Buy |
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