J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $41K | Sell |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | $262K | Sell |
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|
2019
Q4 | $424K | Buy |
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|
2019
Q3 | $376K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $900K | Sell |
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|
2018
Q4 | $1.36M | Hold |
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|
2018
Q3 | $1.38M | Hold |
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|
2018
Q2 | $1.54M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $114K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $359K | Buy |
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