Commonwealth Equity Services’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Commonwealth Equity Services’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	-54,045	Closed	-$326K	–	3870
2022 Q1	$326K	Buy	54,045 +662	+1%	+$3.99K	﹤0.01%	2895
2021 Q4	$343K	Buy	53,383 +1,500	+3%	+$9.64K	﹤0.01%	2853
2021 Q3	$309K	Buy	51,883 +25,000	+93%	+$149K	﹤0.01%	2887
2021 Q2	$181K	Hold	26,883	–	–	﹤0.01%	3302
2021 Q1	$148K	Sell	26,883 -822	-3%	-$4.53K	﹤0.01%	3207
2020 Q4	$117K	Buy	27,705 +2,449	+10%	+$10.3K	﹤0.01%	3042
2020 Q3	$102K	Sell	25,256 -2,840	-10%	-$11.5K	﹤0.01%	2881
2020 Q2	$115K	Hold	28,096	–	–	﹤0.01%	2751
2020 Q1	$147K	Sell	28,096 -39,552	-58%	-$207K	﹤0.01%	2495
2019 Q4	$520K	Sell	67,648 -604	-0.9%	-$4.64K	﹤0.01%	1888
2019 Q3	$558K	Buy	68,252 +125	+0.2%	+$1.02K	﹤0.01%	1742
2019 Q2	$485K	Hold	68,127	–	–	﹤0.01%	1823
2019 Q1	$468K	Buy	68,127 +39,827	+141%	+$274K	﹤0.01%	1794
2018 Q4	$159K	Hold	28,300	–	–	﹤0.01%	2395
2018 Q3	$161K	Sell	28,300 -1,750	-6%	-$9.96K	﹤0.01%	2556
2018 Q2	$191K	Hold	30,050	–	–	﹤0.01%	2476
2018 Q1	$185K	Hold	30,050	–	–	﹤0.01%	2428
2017 Q4	$182K	Sell	30,050 -250	-0.8%	-$1.51K	﹤0.01%	2405
2017 Q3	$183K	Sell	30,300 -2,667	-8%	-$16.1K	﹤0.01%	2315
2017 Q2	$196K	Buy	32,967 +1,056	+3%	+$6.28K	﹤0.01%	2244
2017 Q1	$179K	Buy	31,911 +59	+0.2%	+$331	﹤0.01%	2185
2016 Q4	$172K	Buy	31,852 +53	+0.2%	+$286	﹤0.01%	2097
2016 Q3	$188K	Buy	31,799 +3,854	+14%	+$22.8K	﹤0.01%	2011
2016 Q2	$153K	Buy	27,945 +55	+0.2%	+$301	﹤0.01%	2031
2016 Q1	$146K	Buy	27,890 +3,362	+14%	+$17.6K	﹤0.01%	2000
2015 Q4	$124K	Buy	24,528 +1,253	+5%	+$6.33K	﹤0.01%	1996
2015 Q3	$121K	Buy	23,275 +1,250	+6%	+$6.5K	﹤0.01%	1958
2015 Q2	$122K	Buy	22,025 +5,549	+34%	+$30.7K	﹤0.01%	2052
2015 Q1	$92K	Sell	16,476 -1,454	-8%	-$8.12K	﹤0.01%	2069
2014 Q4	$94K	Buy	+17,930	New	+$94K	﹤0.01%	1979