Baldwin Wealth 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 |
-12,500
| Closed | -$76K | – | 717 |
|
|
2022
Q1 | $76K | Hold |
12,500
| – | – | 0.01% | 317 |
|
|
2021
Q4 | $80K | Hold |
12,500
| – | – | 0.01% | 298 |
|
|
2021
Q3 | $75K | Hold |
12,500
| – | – | 0.01% | 299 |
|
|
2021
Q2 | $84K | Hold |
12,500
| – | – | 0.01% | 293 |
|
|
2021
Q1 | $69K | Hold |
12,500
| – | – | 0.01% | 301 |
|
|
2020
Q4 | $53K | Hold |
12,500
| – | – | 0.01% | 314 |
|
|
2020
Q3 | $51K | Hold |
12,500
| – | – | 0.01% | 297 |
|
|
2020
Q2 | $52K | Hold |
12,500
| – | – | 0.01% | 290 |
|
|
2020
Q1 | $66K | Hold |
12,500
| – | – | 0.01% | 244 |
|
|
2019
Q4 | $96K | Hold |
12,500
| – | – | 0.01% | 244 |
|
|
2019
Q3 | $102K | Hold |
12,500
| – | – | 0.02% | 230 |
|
|
2019
Q2 | $89K | Hold |
12,500
| – | – | 0.01% | 254 |
|
|
2019
Q1 | $86K | Hold |
12,500
| – | – | 0.01% | 254 |
|
|
2018
Q4 | $70K | Hold |
12,500
| – | – | 0.01% | 259 |
|
|
2018
Q3 | $71K | Hold |
12,500
| – | – | 0.01% | 279 |
|
|
2018
Q2 | $79K | Hold |
12,500
| – | – | 0.01% | 274 |
|
|
2018
Q1 | $77K | Hold |
12,500
| – | – | 0.01% | 257 |
|
|
2017
Q4 | $76K | Hold |
12,500
| – | – | 0.01% | 266 |
|
|
2017
Q3 | $76K | Hold |
12,500
| – | – | 0.01% | 256 |
|
|
2017
Q2 | $74K | Hold |
12,500
| – | – | 0.01% | 263 |
|
|
2017
Q1 | $70K | Hold |
12,500
| – | – | 0.01% | 267 |
|
|
2016
Q4 | $68K | Hold |
12,500
| – | – | 0.01% | 265 |
|
|
2016
Q3 | $74K | Hold |
12,500
| – | – | 0.01% | 264 |
|
|
2016
Q2 | $69K | Hold |
12,500
| – | – | 0.01% | 244 |
|
|
2016
Q1 | $66K | Buy |
12,500
+2,500
| +25% | +$13.2K | 0.01% | 278 |
|
|
2015
Q4 | $51K | Hold |
10,000
| – | – | 0.01% | 234 |
|
|
2015
Q3 | $52K | Hold |
10,000
| – | – | 0.01% | 242 |
|
|
2015
Q2 | $56K | Hold |
10,000
| – | – | 0.01% | 247 |
|
|
2015
Q1 | $56K | Hold |
10,000
| – | – | 0.01% | 247 |
|
|
2014
Q4 | $53K | Hold |
10,000
| – | – | 0.01% | 245 |
|
|
2014
Q3 | $60K | Hold |
10,000
| – | – | 0.01% | 254 |
|
|
2014
Q2 | $60K | Hold |
10,000
| – | – | 0.01% | 243 |
|
|
2014
Q1 | $60K | Hold |
10,000
| – | – | 0.01% | 234 |
|
|
2013
Q4 | $63K | Hold |
10,000
| – | – | 0.01% | 237 |
|
|
2013
Q3 | $68K | Hold |
10,000
| – | – | 0.01% | 232 |
|
|
2013
Q2 | $68K | Buy |
+10,000
| New | +$68K | 0.01% | 223 |
|