CA
ATAXZ

CoreCap Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

CoreCap Advisors’s Portfolio ATAXZ Stock Details ATAXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$27.2K Buy
+1,565
New +$27.2K ﹤0.01% 1190
2022
Q3 		– Sell
-2,100
Closed -$38K – 2370
2022
Q2 		$38K Buy
+2,100
New +$38K ﹤0.01% 1032
2022
Q1 		– Sell
-6,467
Closed -$42K – 2381
2021
Q4 		$42K Buy
+6,467
New +$42K ﹤0.01% 1063

Other funds holding ATAXZ

SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return