Janney Montgomery Scott’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
Q3 | – | Sell |
-22,000
| Closed | -$91K | – | 2169 |
|
|
2020
Q2 | $91K | Hold |
22,000
| – | – | ﹤0.01% | 1936 |
|
|
2020
Q1 | $115K | Buy |
22,000
+10,000
| +83% | +$52.3K | ﹤0.01% | 1766 |
|
|
2019
Q4 | $92K | Hold |
12,000
| – | – | ﹤0.01% | 2015 |
|
|
2019
Q3 | $98K | Hold |
12,000
| – | – | ﹤0.01% | 1988 |
|
|
2019
Q2 | $85K | Hold |
12,000
| – | – | ﹤0.01% | 2007 |
|
|
2019
Q1 | $82K | Hold |
12,000
| – | – | ﹤0.01% | 1955 |
|
|
2018
Q4 | $67K | Hold |
12,000
| – | – | ﹤0.01% | 1893 |
|
|
2018
Q3 | $68K | Hold |
12,000
| – | – | ﹤0.01% | 2015 |
|
|
2018
Q2 | $76K | Hold |
12,000
| – | – | ﹤0.01% | 1958 |
|
|
2018
Q1 | $74K | Sell |
12,000
-18,599
| -61% | -$115K | ﹤0.01% | 1910 |
|
|
2017
Q4 | $185K | Buy |
30,599
+18,599
| +155% | +$112K | ﹤0.01% | 1817 |
|
|
2017
Q3 | $73K | Hold |
12,000
| – | – | ﹤0.01% | 1798 |
|
|
2017
Q2 | $71K | Hold |
12,000
| – | – | ﹤0.01% | 1709 |
|
|
2017
Q1 | $67K | Hold |
12,000
| – | – | ﹤0.01% | 1703 |
|
|
2016
Q4 | $65K | Hold |
12,000
| – | – | ﹤0.01% | 1652 |
|
|
2016
Q3 | $71K | Buy |
+12,000
| New | +$71K | ﹤0.01% | 1492 |
|
|
2016
Q2 | – | Sell |
-12,000
| Closed | -$63K | – | 1360 |
|
|
2016
Q1 | $63K | Sell |
12,000
-9,000
| -43% | -$47.3K | ﹤0.01% | 1237 |
|
|
2015
Q4 | $106K | Buy |
21,000
+4,000
| +24% | +$20.2K | ﹤0.01% | 1310 |
|
|
2015
Q3 | $88K | Hold |
17,000
| – | – | ﹤0.01% | 1345 |
|
|
2015
Q2 | $94.4K | Buy |
17,000
+7,000
| +70% | +$38.9K | ﹤0.01% | 1970 |
|
|
2015
Q1 | $56K | Buy |
+10,000
| New | +$56K | ﹤0.01% | 2347 |
|