Aveo Capital Partners’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 |
-162,576
| Closed | -$984K | – | 310 |
|
|
2022
Q1 | $984K | Buy |
162,576
+14,909
| +10% | +$90.2K | 0.17% | 112 |
|
|
2021
Q4 | $950K | Buy |
147,667
+10,118
| +7% | +$65.1K | 0.17% | 117 |
|
|
2021
Q3 | $820K | Sell |
137,549
-2,435
| -2% | -$14.5K | 0.17% | 110 |
|
|
2021
Q2 | $943K | Buy |
139,984
+10,527
| +8% | +$70.9K | 0.21% | 103 |
|
|
2021
Q1 | $716K | Buy |
+129,457
| New | +$716K | 0.18% | 110 |
|
|
2018
Q2 | – | Sell |
-24,995
| Closed | -$154K | – | 156 |
|
|
2018
Q1 | $154K | Hold |
24,995
| – | – | 0.06% | 137 |
|
|
2017
Q4 | $151K | Hold |
24,995
| – | – | 0.05% | 138 |
|
|
2017
Q3 | $151K | Hold |
24,995
| – | – | 0.05% | 129 |
|
|
2017
Q2 | $149K | Sell |
24,995
-15,000
| -38% | -$89.4K | 0.05% | 128 |
|
|
2017
Q1 | $224K | Hold |
39,995
| – | – | 0.08% | 108 |
|
|
2016
Q4 | $216K | Buy |
+39,995
| New | +$216K | 0.06% | 201 |
|