Advisor Group’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $140K | Sell |
18,076
-1,000
| -5% | -$7.75K | ﹤0.01% | 2681 |
|
|
2019
Q3 | $156K | Buy |
19,076
+555
| +3% | +$4.54K | ﹤0.01% | 2522 |
|
|
2019
Q2 | $132K | Buy |
18,521
+3,257
| +21% | +$23.2K | ﹤0.01% | 2643 |
|
|
2019
Q1 | $106K | Buy |
15,264
+1,059
| +7% | +$7.35K | ﹤0.01% | 2807 |
|
|
2018
Q4 | $81K | Buy |
14,205
+6,541
| +85% | +$37.3K | ﹤0.01% | 2824 |
|
|
2018
Q3 | $44K | Sell |
7,664
-972
| -11% | -$5.58K | ﹤0.01% | 3394 |
|
|
2018
Q2 | $55K | Sell |
8,636
-500
| -5% | -$3.18K | ﹤0.01% | 3030 |
|
|
2018
Q1 | $57K | Hold |
9,136
| – | – | ﹤0.01% | 2960 |
|
|
2017
Q4 | $55K | Sell |
9,136
-500
| -5% | -$3.01K | ﹤0.01% | 3016 |
|
|
2017
Q3 | $58K | Buy |
9,636
+972
| +11% | +$5.85K | ﹤0.01% | 2835 |
|
|
2017
Q2 | $52K | Sell |
8,664
-300
| -3% | -$1.8K | ﹤0.01% | 2832 |
|
|
2017
Q1 | $51K | Buy |
8,964
+39
| +0.4% | +$222 | ﹤0.01% | 2699 |
|
|
2016
Q4 | $48K | Buy |
8,925
+125
| +1% | +$672 | ﹤0.01% | 2649 |
|
|
2016
Q3 | $53K | Buy |
8,800
+1,000
| +13% | +$6.02K | ﹤0.01% | 2505 |
|
|
2016
Q2 | $41K | Buy |
+7,800
| New | +$41K | ﹤0.01% | 2581 |
|