Lehman Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$5K | – | 524 |
|
|
2015
Q2 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 366 |
|
|
2015
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 354 |
|
|
2014
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 349 |
|
|
2014
Q3 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 348 |
|
|
2014
Q2 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 335 |
|
|
2014
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 332 |
|
|
2013
Q4 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 317 |
|
|
2013
Q3 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 295 |
|
|
2013
Q2 | $7K | Buy |
+1,000
| New | +$7K | ﹤0.01% | 265 |
|