EWM
CAFD
Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-955
| Closed | -$13K | – | 1064 |
|
|
2017
Q1 | $13K | Sell |
955
-780
| -45% | -$10.6K | ﹤0.01% | 809 |
|
|
2016
Q4 | $23K | Sell |
1,735
-580
| -25% | -$7.69K | ﹤0.01% | 734 |
|
|
2016
Q3 | $33K | Hold |
2,315
| – | – | ﹤0.01% | 691 |
|
|
2016
Q2 | $37K | Buy |
2,315
+890
| +62% | +$14.2K | ﹤0.01% | 643 |
|
|
2016
Q1 | $21K | Hold |
1,425
| – | – | ﹤0.01% | 721 |
|
|
2015
Q4 | $23K | Buy |
+1,425
| New | +$23K | ﹤0.01% | 743 |
|