Wealthcare Advisory Partners’s iPath Shiller CAPE ETN CAPD Stock Holding History

Wealthcare Advisory Partners’s Portfolio CAPD Stock Details CAPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-30,296	Closed	-$554K	–	709
2022 Q3	$554K	Sell	30,296 -4,941	-14%	-$100K	0.03%	340
2022 Q2	$658K	Sell	35,237 -1,140	-3%	-$23.1K	0.04%	273
2022 Q1	$811K	Sell	36,377 -18,005	-33%	-$393K	0.05%	223
2021 Q4	$1.24M	Buy	54,382 +5,802	+12%	+$128K	0.07%	166
2021 Q3	$1.02M	Sell	48,580 -4,700	-9%	-$101K	0.07%	188
2021 Q2	$1.12M	Buy	53,280 +3,510	+7%	+$71.3K	0.07%	180
2021 Q1	$955K	Buy	49,770 +24,170	+94%	+$446K	0.07%	189
2020 Q4	$456K	Buy	+25,600	New	+$428K	0.04%	246

Wealthcare Advisory Partners's CAPD Position: Q4 2022 in Review

Wealthcare Advisory Partners sold out of iPath Shiller CAPE ETN (CAPD) in Q4 2022, closing a stake of 30,296 shares — an estimated $554K sold.

Wealthcare Advisory Partners first reported a position in CAPD in Q4 2020 and held it in 8 quarters. The position peaked at $1.24M in Q4 2021. 0 funds tracked by Wall St. Rank hold CAPD as of Q4 2022.

Wealthcare Advisory Partners reported no remaining iPath Shiller CAPE ETN position as of Q4 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 30,296 iPath Shiller CAPE ETN shares in Q4 2022, an estimated $554K.
Wealthcare Advisory Partners first reported a position in iPath Shiller CAPE ETN in Q4 2020 and held it in 8 quarters.
Wealthcare Advisory Partners's iPath Shiller CAPE ETN position peaked at $1.24M in Q4 2021.
0 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q4 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2022, filed 13 Feb 2023.