American Portfolios Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-25,600
| Closed | -$155K | – | 3672 |
|
|
2022
Q1 | $155K | Hold |
25,600
| – | – | 0.01% | 1293 |
|
|
2021
Q4 | $165K | Buy |
25,600
+19,600
| +327% | +$126K | 0.01% | 1261 |
|
|
2021
Q3 | $35.8K | Buy |
6,000
+5,000
| +500% | +$29.8K | ﹤0.01% | 1968 |
|
|
2021
Q2 | $6.74K | Hold |
1,000
| – | – | ﹤0.01% | 2689 |
|
|
2021
Q1 | $5.53K | Hold |
1,000
| – | – | ﹤0.01% | 2653 |
|
|
2020
Q4 | $4.25K | Hold |
1,000
| – | – | ﹤0.01% | 2473 |
|
|
2020
Q3 | $4.05K | Sell |
1,000
-5,500
| -85% | -$22.3K | ﹤0.01% | 2362 |
|
|
2020
Q2 | $26.8K | Hold |
6,500
| – | – | ﹤0.01% | 1528 |
|
|
2020
Q1 | $34.1K | Hold |
6,500
| – | – | ﹤0.01% | 1327 |
|
|
2019
Q4 | $50.1K | Sell |
6,500
-2,400
| -27% | -$18.5K | ﹤0.01% | 1343 |
|
|
2019
Q3 | $72.8K | Hold |
8,900
| – | – | 0.01% | 1136 |
|
|
2019
Q2 | $63.4K | Buy |
8,900
+5,000
| +128% | +$35.6K | 0.01% | 1170 |
|
|
2019
Q1 | $26.8K | Hold |
3,900
| – | – | ﹤0.01% | 1457 |
|
|
2018
Q4 | $21.9K | Hold |
3,900
| – | – | ﹤0.01% | 1344 |
|
|
2018
Q3 | $22.2K | Hold |
3,900
| – | – | ﹤0.01% | 1446 |
|
|
2018
Q2 | $24.8K | Hold |
3,900
| – | – | ﹤0.01% | 1381 |
|
|
2018
Q1 | $24.1K | Buy |
3,900
+500
| +15% | +$3.09K | ﹤0.01% | 1323 |
|
|
2017
Q4 | $20.6K | Buy |
+3,400
| New | +$20.6K | ﹤0.01% | 1314 |
|