Hillsdale Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-150
| Closed | -$1K | – | 732 |
|
|
2020
Q1 | $1K | Sell |
150
-250
| -63% | -$1.67K | ﹤0.01% | 589 |
|
|
2019
Q4 | $3K | Hold |
400
| – | – | ﹤0.01% | 570 |
|
|
2019
Q3 | $3K | Sell |
400
-100
| -20% | -$750 | ﹤0.01% | 586 |
|
|
2019
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 561 |
|
|
2019
Q1 | $3K | Hold |
500
| – | – | ﹤0.01% | 578 |
|
|
2018
Q4 | $3K | Sell |
500
-170
| -25% | -$1.02K | ﹤0.01% | 545 |
|
|
2018
Q3 | $4K | Sell |
670
-140
| -17% | -$836 | ﹤0.01% | 419 |
|
|
2018
Q2 | $5K | Buy |
810
+350
| +76% | +$2.16K | ﹤0.01% | 426 |
|
|
2018
Q1 | $3K | Buy |
460
+230
| +100% | +$1.5K | ﹤0.01% | 429 |
|
|
2017
Q4 | $1K | Buy |
230
+60
| +35% | +$261 | ﹤0.01% | 480 |
|
|
2017
Q3 | $1K | Sell |
170
-50
| -23% | -$294 | ﹤0.01% | 469 |
|
|
2017
Q2 | $1K | Hold |
220
| – | – | ﹤0.01% | 462 |
|
|
2017
Q1 | $1K | Sell |
220
-480
| -69% | -$2.18K | ﹤0.01% | 470 |
|
|
2016
Q4 | $4K | Buy |
700
+210
| +43% | +$1.2K | ﹤0.01% | 414 |
|
|
2016
Q3 | $3K | Buy |
490
+10
| +2% | +$61 | ﹤0.01% | 452 |
|
|
2016
Q2 | $3K | Sell |
480
-80
| -14% | -$500 | ﹤0.01% | 462 |
|
|
2016
Q1 | $3K | Sell |
560
-490
| -47% | -$2.63K | ﹤0.01% | 443 |
|
|
2015
Q4 | $5K | Buy |
+1,050
| New | +$5K | ﹤0.01% | 409 |
|