Waddell & Associates’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
Q2 | – | Sell |
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|
2022
Q1 | $59.6M | Buy |
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|
2021
Q4 | $55.5M | Sell |
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|
2021
Q3 | $53.2M | Buy |
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|
2021
Q2 | $52.3K | Buy |
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|
2021
Q1 | $47.3M | Buy |
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|
2020
Q4 | $42.8M | Buy |
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|
2020
Q3 | $36.7M | Buy |
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|
2020
Q2 | $33M | Buy |
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|
2020
Q1 | $25.9M | Buy |
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|
2019
Q4 | $13M | Sell |
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|
2019
Q3 | $12.3M | Sell |
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|
2019
Q2 | $12.6M | Sell |
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|
2019
Q1 | $12.1M | Sell |
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|
2018
Q4 | $10.5M | Buy |
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