Geneos Wealth Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $23K | Sell |
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|
2021
Q4 | $7.62M | Buy |
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|
2021
Q3 | $7.03M | Buy |
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|
2021
Q2 | $7.72M | Buy |
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|
2021
Q1 | $6.61M | Buy |
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|
2020
Q4 | $6.2M | Buy |
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|
2020
Q3 | $4.09M | Sell |
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|
2020
Q2 | $5.93M | Buy |
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|
2020
Q1 | $7.83M | Buy |
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|
2019
Q4 | $9.51M | Buy |
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|
2019
Q3 | $9.71M | Sell |
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|
2019
Q2 | $8.62M | Buy |
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|
2019
Q1 | $8.14M | Buy |
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|
2018
Q4 | $6.16M | Buy |
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|
2018
Q3 | $5.77M | Buy |
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|
2018
Q2 | $6.04M | Buy |
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|
2018
Q1 | $5.73M | Buy |
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|
2017
Q4 | $5.58M | Buy |
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|
2017
Q3 | $5.4M | Buy |
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|
2017
Q2 | $4.74M | Buy |
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|
2017
Q1 | $4.39M | Buy |
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