Carson Wealth (CWM LLC)’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,424
| Closed | -$81K | – | 4241 |
|
|
2022
Q1 | $81K | Hold |
13,424
| – | – | ﹤0.01% | 1410 |
|
|
2021
Q4 | $86K | Buy |
+13,424
| New | +$86K | ﹤0.01% | 1356 |
|
|
2021
Q2 | $90K | Hold |
13,424
| – | – | ﹤0.01% | 1174 |
|
|
2021
Q1 | $90K | Hold |
13,424
| – | – | ﹤0.01% | 1174 |
|
|
2020
Q4 | $90K | Hold |
13,424
| – | – | ﹤0.01% | 1174 |
|
|
2020
Q3 | $90K | Hold |
13,424
| – | – | ﹤0.01% | 1174 |
|
|
2020
Q2 | $90K | Hold |
13,424
| – | – | ﹤0.01% | 1174 |
|
|
2020
Q1 | $90K | Hold |
13,424
| – | – | ﹤0.01% | 1174 |
|
|
2019
Q4 | $90K | Hold |
13,424
| – | – | ﹤0.01% | 1174 |
|
|
2019
Q3 | $90K | Hold |
13,424
| – | – | ﹤0.01% | 1174 |
|
|
2019
Q2 | $90K | Hold |
13,424
| – | – | ﹤0.01% | 1174 |
|
|
2019
Q1 | $90K | Buy |
+13,424
| New | +$90K | ﹤0.01% | 1174 |
|