Ameriprise’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-65,873
| Closed | -$444K | – | 4032 |
|
|
2021
Q2 | $444K | Hold |
65,873
| – | – | ﹤0.01% | 3495 |
|
|
2021
Q1 | $364K | Sell |
65,873
-700
| -1% | -$3.87K | ﹤0.01% | 3517 |
|
|
2020
Q4 | $283K | Buy |
+66,573
| New | +$283K | ﹤0.01% | 3513 |
|
|
2014
Q4 | – | Sell |
-3,191
| Closed | -$19K | – | 5515 |
|
|
2014
Q3 | $19K | Buy |
3,191
+593
| +23% | +$3.53K | ﹤0.01% | 4502 |
|
|
2014
Q2 | $16K | Buy |
2,598
+38
| +1% | +$234 | ﹤0.01% | 4444 |
|
|
2014
Q1 | $15K | Buy |
2,560
+139
| +6% | +$814 | ﹤0.01% | 4350 |
|
|
2013
Q4 | $15K | Sell |
2,421
-4,500
| -65% | -$27.9K | ﹤0.01% | 4205 |
|
|
2013
Q3 | $47K | Buy |
6,921
+6,321
| +1,054% | +$42.9K | ﹤0.01% | 3857 |
|
|
2013
Q2 | $4K | Buy |
+600
| New | +$4K | ﹤0.01% | 5211 |
|