J.P. Morgan Private Wealth Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,000
| Closed | -$41K | – | 1763 |
|
|
2020
Q3 | $41K | Sell |
10,000
-45,000
| -82% | -$185K | ﹤0.01% | 1578 |
|
|
2020
Q2 | $227K | Buy |
55,000
+5,000
| +10% | +$20.6K | ﹤0.01% | 1421 |
|
|
2020
Q1 | $262K | Sell |
50,000
-5,000
| -9% | -$26.2K | ﹤0.01% | 1182 |
|
|
2019
Q4 | $424K | Buy |
55,000
+9,000
| +20% | +$69.4K | ﹤0.01% | 1112 |
|
|
2019
Q3 | $376K | Buy |
+46,000
| New | +$376K | ﹤0.01% | 1107 |
|
|
2019
Q2 | – | Sell |
-131,001
| Closed | -$900K | – | 1503 |
|
|
2019
Q1 | $900K | Sell |
131,001
-111,286
| -46% | -$765K | ﹤0.01% | 830 |
|
|
2018
Q4 | $1.36M | Hold |
242,287
| – | – | 0.01% | 658 |
|
|
2018
Q3 | $1.38M | Hold |
242,287
| – | – | 0.01% | 725 |
|
|
2018
Q2 | $1.54M | Buy |
+242,287
| New | +$1.54M | 0.01% | 656 |
|
|
2016
Q1 | – | Sell |
-22,500
| Closed | -$114K | – | 1354 |
|
|
2015
Q4 | $114K | Buy |
+22,500
| New | +$114K | ﹤0.01% | 1067 |
|
|
2014
Q4 | – | Sell |
-60,000
| Closed | -$359K | – | 1180 |
|
|
2014
Q3 | $359K | Buy |
+60,000
| New | +$359K | ﹤0.01% | 789 |
|