Bridges Investment Management’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
Q4 | – | Sell |
-31,153
| Closed | -$255K | – | 420 |
|
|
2019
Q3 | $255K | Buy |
31,153
+7,391
| +31% | +$60.5K | 0.01% | 397 |
|
|
2019
Q2 | $169K | Hold |
23,762
| – | – | 0.01% | 416 |
|
|
2019
Q1 | $163K | Sell |
23,762
-6,250
| -21% | -$42.9K | 0.01% | 336 |
|
|
2018
Q4 | $169K | Buy |
30,012
+13,641
| +83% | +$76.8K | 0.01% | 338 |
|
|
2018
Q3 | $93K | Hold |
16,371
| – | – | ﹤0.01% | 265 |
|
|
2018
Q2 | $104K | Hold |
16,371
| – | – | ﹤0.01% | 258 |
|
|
2018
Q1 | $101K | Buy |
+16,371
| New | +$101K | ﹤0.01% | 248 |
|