Certified Advisory Corp’s U.S. Tax Reform Fund TAXR Stock Holding History

Certified Advisory Corp’s Portfolio TAXR Stock Details TAXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-75	Closed	-$2K	–	823
2018 Q3	$2K	Hold	75	–	–	﹤0.01%	735
2018 Q2	$2K	Hold	75	–	–	﹤0.01%	724
2018 Q1	$1K	Hold	75	–	–	﹤0.01%	729
2017 Q4	$1K	Buy	+75	New	+$1.54K	﹤0.01%	690

Certified Advisory Corp's TAXR Position: Q4 2018 in Review

Certified Advisory Corp sold out of U.S. Tax Reform Fund (TAXR) in Q4 2018, closing a stake of 75 shares — an estimated $2K sold.

Certified Advisory Corp first reported a position in TAXR in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 0 funds tracked by Wall St. Rank hold TAXR as of Q4 2018.

Certified Advisory Corp reported no remaining U.S. Tax Reform Fund position as of Q4 2018 after selling out during the quarter.
Certified Advisory Corp sold 75 U.S. Tax Reform Fund shares in Q4 2018, an estimated $2K.
Certified Advisory Corp first reported a position in U.S. Tax Reform Fund in Q4 2017 and held it in 4 quarters.
Certified Advisory Corp's U.S. Tax Reform Fund position peaked at $2K in Q3 2018.
0 funds tracked by Wall St. Rank held U.S. Tax Reform Fund as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.