LWM
ATAXZ

Liberty Wealth Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Liberty Wealth Management’s Portfolio ATAXZ Stock Details ATAXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,250
Closed -$32K – 1033
2019
Q4 		$32K Hold
4,250
– – 0.03% 335
2019
Q3 		$35K Hold
4,250
– – 0.03% 301
2019
Q2 		$30K Hold
4,250
– – 0.03% 343
2019
Q1 		$29K Hold
4,250
– – 0.02% 291
2018
Q4 		$23K Buy
+4,250
New +$23K 0.02% 308