DLG
ATAXZ
Daniel L. Goodwin’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-44,700
| Closed | -$271K | – | 109 |
|
2022
Q1 | $271K | Hold |
44,700
| – | – | 0.12% | 70 |
|
2021
Q4 | $287K | Hold |
44,700
| – | – | 0.13% | 81 |
|
2021
Q3 | $266K | Hold |
44,700
| – | – | 0.12% | 91 |
|
2021
Q2 | $301K | Hold |
44,700
| – | – | 0.14% | 84 |
|
2021
Q1 | $247K | Hold |
44,700
| – | – | 0.13% | 86 |
|
2020
Q4 | $190K | Hold |
44,700
| – | – | 0.11% | 89 |
|
2020
Q3 | $181K | Hold |
44,700
| – | – | 0.13% | 86 |
|
2020
Q2 | $184K | Hold |
44,700
| – | – | 0.12% | 84 |
|
2020
Q1 | $235K | Sell |
44,700
-300
| -0.7% | -$1.58K | 0.19% | 75 |
|
2019
Q4 | $347K | Hold |
45,000
| – | – | 0.15% | 66 |
|
2019
Q3 | $368K | Hold |
45,000
| – | – | 0.17% | 67 |
|
2019
Q2 | $321K | Hold |
45,000
| – | – | 0.15% | 68 |
|
2019
Q1 | $309K | Hold |
45,000
| – | – | 0.14% | 67 |
|
2018
Q4 | $253K | Hold |
45,000
| – | – | 0.13% | 69 |
|
2018
Q3 | $257K | Hold |
45,000
| – | – | 0.12% | 79 |
|
2018
Q2 | $286K | Hold |
45,000
| – | – | 0.13% | 72 |
|
2018
Q1 | $278K | Hold |
45,000
| – | – | 0.14% | 71 |
|
2017
Q4 | $272K | Hold |
45,000
| – | – | 0.12% | 75 |
|
2017
Q3 | $272K | Hold |
45,000
| – | – | 0.12% | 77 |
|
2017
Q2 | $268K | Hold |
45,000
| – | – | 0.12% | 80 |
|
2017
Q1 | $252K | Hold |
45,000
| – | – | 0.11% | 75 |
|
2016
Q4 | $243K | Hold |
45,000
| – | – | 0.1% | 73 |
|
2016
Q3 | $266K | Hold |
45,000
| – | – | 0.09% | 82 |
|
2016
Q2 | $247K | Hold |
45,000
| – | – | 0.08% | 87 |
|
2016
Q1 | $236K | Buy |
+45,000
| New | +$236K | 0.06% | 84 |
|
2015
Q4 | – | Sell |
-45,000
| Closed | -$234K | – | 123 |
|
2015
Q3 | $234K | Hold |
45,000
| – | – | 0.06% | 82 |
|
2015
Q2 | $250K | Hold |
45,000
| – | – | 0.07% | 80 |
|
2015
Q1 | $251K | Hold |
45,000
| – | – | 0.06% | 84 |
|
2014
Q4 | $237K | Hold |
45,000
| – | – | 0.04% | 97 |
|
2014
Q3 | $269K | Hold |
45,000
| – | – | 0.06% | 86 |
|
2014
Q2 | $271K | Hold |
45,000
| – | – | 0.05% | 88 |
|
2014
Q1 | $272K | Hold |
45,000
| – | – | 0.05% | 92 |
|
2013
Q4 | $283K | Buy |
+45,000
| New | +$283K | 0.05% | 83 |
|
2013
Q3 | – | Sell |
-45,000
| Closed | -$304K | – | 115 |
|
2013
Q2 | $304K | Buy |
+45,000
| New | +$304K | 0.06% | 83 |
|