Clearstead Trust’s 8point3 Energy Partners LP Class A shares CAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-69,434
| Closed | -$1.06M | – | 208 |
|
|
2017
Q4 | $1.06M | Hold |
69,434
| – | – | 0.72% | 47 |
|
|
2017
Q3 | $1.04M | Sell |
69,434
-2,651
| -4% | -$39.7K | 0.77% | 48 |
|
|
2017
Q2 | $1.09M | Sell |
72,085
-15,156
| -17% | -$229K | 0.86% | 43 |
|
|
2017
Q1 | $1.21M | Buy |
87,241
+73,895
| +554% | +$1.02M | 1% | 39 |
|
|
2016
Q4 | $177K | Buy |
+13,346
| New | +$177K | 0.16% | 101 |
|