TSWM
CAPD

Tyler-Stone Wealth Management’s iPath Shiller CAPE ETN CAPD Stock Holding History

Tyler-Stone 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
2022
Q3 		– Sell
-41,740
Closed -$780K – 890
2022
Q2 		$780K Buy
41,740
+2,400
+6% +$44.8K 0.52% 43
2022
Q1 		$877K Buy
39,340
+150
+0.4% +$3.34K 0.48% 45
2021
Q4 		$892K Buy
+39,190
New +$892K 0.47% 47