IWM
CAFD

Integrated Wealth Management’s 8point3 Energy Partners LP Class A shares CAFD Stock Holding History

Integrated Wealth Management’s Portfolio CAFD Stock Details CAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$3K – 1193
2016
Q3 		$3K Hold
200
– – ﹤0.01% 1030
2016
Q2 		$3K Buy
+200
New +$3K ﹤0.01% 1031
2015
Q3 		– Sell
-75
Closed -$1K – 1428
2015
Q2 		$1K Buy
+75
New +$1K ﹤0.01% 1312