AWM
CAFD
Avior Wealth Management’s 8point3 Energy Partners LP Class A shares CAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-300
| Closed | -$4K | – | 884 |
|
|
2018
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 654 |
|
|
2017
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 653 |
|
|
2017
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 399 |
|
|
2017
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 372 |
|
|
2017
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 425 |
|
|
2016
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 419 |
|
|
2016
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 402 |
|
|
2016
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 383 |
|
|
2016
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 412 |
|
|
2015
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 370 |
|
|
2015
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 364 |
|
|
2015
Q2 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 305 |
|