D.A. Davidson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-24,734
| Closed | -$130K | – | 1047 |
|
|
2020
Q1 | $130K | Buy |
24,734
+375
| +2% | +$1.97K | ﹤0.01% | 915 |
|
|
2019
Q4 | $188K | Buy |
24,359
+361
| +2% | +$2.79K | ﹤0.01% | 962 |
|
|
2019
Q3 | $196K | Buy |
23,998
+409
| +2% | +$3.34K | ﹤0.01% | 926 |
|
|
2019
Q2 | $168K | Buy |
23,589
+854
| +4% | +$6.08K | ﹤0.01% | 917 |
|
|
2019
Q1 | $156K | Buy |
+22,735
| New | +$156K | ﹤0.01% | 1063 |
|
|
2017
Q3 | – | Sell |
-12,500
| Closed | -$74K | – | 2402 |
|
|
2017
Q2 | $74K | Buy |
+12,500
| New | +$74K | ﹤0.01% | 1384 |
|