AllSquare Wealth Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $47.1K | Buy |
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|
2022
Q4 | $46.9K | Buy |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $49K | Sell |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $48K | Hold |
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|
2021
Q2 | $54K | Hold |
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|
2021
Q1 | $44K | Buy |
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|
2020
Q4 | $26K | Sell |
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|
2020
Q3 | $40K | Hold |
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|
2020
Q2 | $41K | Sell |
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|
2020
Q1 | $63K | Hold |
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|
2019
Q4 | $92K | Hold |
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|
2019
Q3 | $98K | Hold |
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|
2019
Q2 | $85K | Buy |
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|
2019
Q1 | $55K | Buy |
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