Frontier Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,626
| Closed | -$183K | – | 433 |
|
|
2022
Q1 | $183K | Sell |
10,626
-24,455
| -70% | -$421K | ﹤0.01% | 380 |
|
|
2021
Q4 | $226K | Sell |
35,081
-5,000
| -12% | -$32.2K | 0.01% | 374 |
|
|
2021
Q3 | $239K | Hold |
40,081
| – | – | 0.02% | 374 |
|
|
2021
Q2 | $270K | Hold |
40,081
| – | – | 0.02% | 347 |
|
|
2021
Q1 | $222K | Hold |
40,081
| – | – | 0.02% | 349 |
|
|
2020
Q4 | $170K | Hold |
40,081
| – | – | 0.01% | 362 |
|
|
2020
Q3 | $162K | Sell |
40,081
-4,500
| -10% | -$18.2K | 0.01% | 348 |
|
|
2020
Q2 | $184K | Buy |
+44,581
| New | +$184K | 0.02% | 333 |
|