Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $232K | Buy |
30,117
+1,037
| +4% | +$7.99K | ﹤0.01% | 2395 |
|
|
2019
Q3 | $238K | Buy |
29,080
+1,041
| +4% | +$8.52K | ﹤0.01% | 2334 |
|
|
2019
Q2 | $200K | Sell |
28,039
-451
| -2% | -$3.22K | ﹤0.01% | 2474 |
|
|
2019
Q1 | $196K | Buy |
28,490
+8,798
| +45% | +$60.5K | ﹤0.01% | 2414 |
|
|
2018
Q4 | $111K | Sell |
19,692
-612
| -3% | -$3.45K | ﹤0.01% | 2688 |
|
|
2018
Q3 | $115K | Sell |
20,304
-125
| -0.6% | -$708 | ﹤0.01% | 2718 |
|
|
2018
Q2 | $126K | Hold |
20,429
| – | – | ﹤0.01% | 2610 |
|
|
2018
Q1 | $126K | Buy |
20,429
+4,951
| +32% | +$30.5K | ﹤0.01% | 2610 |
|
|
2017
Q4 | $94K | Buy |
15,478
+6,549
| +73% | +$39.8K | ﹤0.01% | 2775 |
|
|
2017
Q3 | $54K | Buy |
8,929
+49
| +0.6% | +$296 | ﹤0.01% | 3035 |
|
|
2017
Q2 | $53K | Sell |
8,880
-8,950
| -50% | -$53.4K | ﹤0.01% | 2983 |
|
|
2017
Q1 | $100K | Sell |
17,830
-27,308
| -60% | -$153K | ﹤0.01% | 2408 |
|
|
2016
Q4 | $244K | Buy |
45,138
+9,775
| +28% | +$52.8K | ﹤0.01% | 1678 |
|
|
2016
Q3 | $209K | Buy |
35,363
+2,030
| +6% | +$12K | ﹤0.01% | 1724 |
|
|
2016
Q2 | $183K | Buy |
33,333
+25,714
| +337% | +$141K | ﹤0.01% | 1741 |
|
|
2016
Q1 | $40K | Buy |
7,619
+8
| +0.1% | +$42 | ﹤0.01% | 2762 |
|
|
2015
Q4 | $39K | Buy |
7,611
+1,800
| +31% | +$9.22K | ﹤0.01% | 2763 |
|
|
2015
Q3 | $30K | Buy |
5,811
+4,400
| +312% | +$22.7K | ﹤0.01% | 2831 |
|
|
2015
Q2 | $8K | Hold |
1,411
| – | – | ﹤0.01% | 3864 |
|
|
2015
Q1 | $8K | Hold |
1,411
| – | – | ﹤0.01% | 3801 |
|
|
2014
Q4 | $7K | Hold |
1,411
| – | – | ﹤0.01% | 3630 |
|
|
2014
Q3 | $8K | Sell |
1,411
-7,122
| -83% | -$40.4K | ﹤0.01% | 3255 |
|
|
2014
Q2 | $51K | Hold |
8,533
| – | – | ﹤0.01% | 2039 |
|
|
2014
Q1 | $52K | Sell |
8,533
-1,700
| -17% | -$10.4K | ﹤0.01% | 1948 |
|
|
2013
Q4 | $64K | Buy |
10,233
+300
| +3% | +$1.88K | ﹤0.01% | 1751 |
|
|
2013
Q3 | $68K | Hold |
9,933
| – | – | ﹤0.01% | 1623 |
|
|
2013
Q2 | $67K | Buy |
+9,933
| New | +$67K | ﹤0.01% | 1535 |
|