WealthSource Partners’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 |
-17,575
| Closed | -$214K | – | 330 |
|
2018
Q1 | $214K | Hold |
17,575
| – | – | 0.07% | 258 |
|
2017
Q4 | $267K | Sell |
17,575
-22,450
| -56% | -$341K | 0.08% | 228 |
|
2017
Q3 | $602K | Sell |
40,025
-100
| -0.2% | -$1.5K | 0.2% | 115 |
|
2017
Q2 | $607K | Buy |
40,125
+27,475
| +217% | +$416K | 0.21% | 110 |
|
2017
Q1 | $172K | Buy |
12,650
+1,000
| +9% | +$13.6K | 0.06% | 269 |
|
2016
Q4 | $151K | Buy |
+11,650
| New | +$151K | 0.06% | 232 |
|