FLC Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,300
| Closed | -$67K | – | 180 |
|
|
2021
Q3 | $67K | Hold |
11,300
| – | – | 0.02% | 171 |
|
|
2021
Q2 | $76K | Hold |
11,300
| – | – | 0.02% | 168 |
|
|
2021
Q1 | $62K | Buy |
+11,300
| New | +$62K | 0.02% | 160 |
|
|
2020
Q1 | – | Sell |
-36,360
| Closed | -$280K | – | 148 |
|
|
2019
Q4 | $280K | Hold |
36,360
| – | – | 0.11% | 91 |
|
|
2019
Q3 | $297K | Hold |
36,360
| – | – | 0.13% | 90 |
|
|
2019
Q2 | $255K | Hold |
36,360
| – | – | 0.11% | 99 |
|
|
2019
Q1 | $250K | Buy |
+36,360
| New | +$250K | 0.11% | 90 |
|