Cetera Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-147,320
| Closed | -$947K | – | 2014 |
|
|
2021
Q4 | $947K | Buy |
147,320
+2,103
| +1% | +$13.5K | 0.01% | 826 |
|
|
2021
Q3 | $865K | Buy |
145,217
+52,555
| +57% | +$313K | 0.01% | 832 |
|
|
2021
Q2 | $625K | Buy |
92,662
+10,600
| +13% | +$71.5K | 0.01% | 996 |
|
|
2021
Q1 | $454K | Buy |
82,062
+235
| +0.3% | +$1.3K | 0.01% | 1032 |
|
|
2020
Q4 | $348K | Buy |
+81,827
| New | +$348K | 0.01% | 1157 |
|