Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,214
| Closed | -$49K | – | 4298 |
|
|
2017
Q2 | $49K | Sell |
3,214
-343
| -10% | -$5.23K | ﹤0.01% | 2513 |
|
|
2017
Q1 | $48K | Sell |
3,557
-64
| -2% | -$864 | ﹤0.01% | 2492 |
|
|
2016
Q4 | $47K | Buy |
3,621
+1,250
| +53% | +$16.2K | ﹤0.01% | 2422 |
|
|
2016
Q3 | $34K | Buy |
2,371
+11
| +0.5% | +$158 | ﹤0.01% | 2638 |
|
|
2016
Q2 | $37K | Buy |
2,360
+760
| +48% | +$11.9K | ﹤0.01% | 2339 |
|
|
2016
Q1 | $24K | Hold |
1,600
| – | – | ﹤0.01% | 2621 |
|
|
2015
Q4 | $26K | Hold |
1,600
| – | – | ﹤0.01% | 2629 |
|
|
2015
Q3 | $17K | Buy |
+1,600
| New | +$17K | ﹤0.01% | 2854 |
|