Gupta Wealth Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $305K | Hold |
58,150
| – | – | 0.07% | 192 |
|
|
2015
Q4 | $294K | Hold |
58,150
| – | – | 0.07% | 193 |
|
|
2015
Q3 | $302K | Buy |
58,150
+18,150
| +45% | +$94.3K | 0.07% | 182 |
|
|
2015
Q2 | $222K | Buy |
40,000
+10,000
| +33% | +$55.5K | 0.05% | 240 |
|
|
2015
Q1 | $167K | Buy |
+30,000
| New | +$167K | 0.05% | 242 |
|