BB&T Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $107K | Buy |
13,100
+1,000
| +8% | +$8.17K | ﹤0.01% | 1561 |
|
|
2019
Q2 | $86K | Hold |
12,100
| – | – | ﹤0.01% | 1582 |
|
|
2019
Q1 | $83K | Hold |
12,100
| – | – | ﹤0.01% | 1568 |
|
|
2018
Q4 | $68K | Buy |
+12,100
| New | +$68K | ﹤0.01% | 1439 |
|
|
2015
Q1 | – | Sell |
-18,965
| Closed | -$997K | – | 1174 |
|
|
2014
Q4 | $997K | Sell |
18,965
-2,670
| -12% | -$140K | ﹤0.01% | 1049 |
|
|
2014
Q3 | $1.29M | Buy |
21,635
+10,635
| +97% | +$636K | ﹤0.01% | 997 |
|
|
2014
Q2 | $662K | Hold |
11,000
| – | – | ﹤0.01% | 974 |
|
|
2014
Q1 | $664K | Buy |
+11,000
| New | +$664K | ﹤0.01% | 913 |
|