BFA
ATAXZ

Beacon Financial Advisory’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Beacon Financial Advisory’s Portfolio ATAXZ Stock Details ATAXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-15,322
Closed -$93K – 249
2022
Q1 		$93K Buy
15,322
+1,703
+13% +$10.3K 0.04% 235
2021
Q4 		$88K Buy
13,619
+227
+2% +$1.47K 0.04% 241
2021
Q3 		$80K Buy
13,392
+3,162
+31% +$18.9K 0.04% 229
2021
Q2 		$69K Buy
+10,230
New +$69K 0.04% 221