B. Riley Wealth 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 |
-10,691
| Closed | -$65K | – | 1440 |
|
|
2022
Q1 | $65K | Sell |
10,691
-120
| -1% | -$730 | ﹤0.01% | 1323 |
|
|
2021
Q4 | $70K | Buy |
10,811
+117
| +1% | +$758 | ﹤0.01% | 1360 |
|
|
2021
Q3 | $64K | Buy |
10,694
+22
| +0.2% | +$132 | ﹤0.01% | 1363 |
|
|
2021
Q2 | $72K | Buy |
10,672
+1
| +0% | +$7 | ﹤0.01% | 1334 |
|
|
2021
Q1 | $60K | Sell |
10,671
-6,183
| -37% | -$34.8K | ﹤0.01% | 1319 |
|
|
2020
Q4 | $72K | Sell |
16,854
-11
| -0.1% | -$47 | ﹤0.01% | 1006 |
|
|
2020
Q3 | $69K | Buy |
16,865
+4
| +0% | +$16 | ﹤0.01% | 911 |
|
|
2020
Q2 | $70K | Sell |
16,861
-410
| -2% | -$1.7K | ﹤0.01% | 833 |
|
|
2020
Q1 | $91K | Buy |
17,271
+128
| +0.7% | +$674 | 0.01% | 728 |
|
|
2019
Q4 | $132K | Buy |
17,143
+16
| +0.1% | +$123 | 0.01% | 786 |
|
|
2019
Q3 | $141K | Buy |
17,127
+216
| +1% | +$1.78K | 0.01% | 752 |
|
|
2019
Q2 | $121K | Sell |
16,911
-10
| -0.1% | -$72 | 0.01% | 751 |
|
|
2019
Q1 | $117K | Buy |
16,921
+6,577
| +64% | +$45.5K | 0.01% | 691 |
|
|
2018
Q4 | $59K | Buy |
10,344
+3
| +0% | +$17 | 0.01% | 639 |
|
|
2018
Q3 | $59K | Buy |
10,341
+23
| +0.2% | +$131 | 0.01% | 702 |
|
|
2018
Q2 | $66K | Sell |
10,318
-6
| -0.1% | -$38 | 0.01% | 657 |
|
|
2018
Q1 | $64K | Sell |
10,324
-4
| -0% | -$25 | 0.01% | 645 |
|
|
2017
Q4 | $63K | Hold |
10,328
| – | – | 0.01% | 627 |
|
|
2017
Q3 | $63K | Buy |
+10,328
| New | +$63K | 0.01% | 525 |
|
|
2015
Q1 | – | Sell |
-4,000
| Closed | -$21 | – | 2775 |
|
|
2014
Q4 | $21 | Buy |
+4,000
| New | +$21 | ﹤0.01% | 2531 |
|
|
2014
Q3 | – | Sell |
-4,000
| Closed | -$24.1K | – | 2591 |
|
|
2014
Q2 | $24.1K | Buy |
+4,000
| New | +$24.1K | 0.01% | 1385 |
|