LPL Financial’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $856K | Sell |
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|
2021
Q4 | $991K | Buy |
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|
2021
Q3 | $707K | Buy |
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|
2021
Q2 | $795K | Sell |
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|
2021
Q1 | $744K | Buy |
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|
2020
Q4 | $569K | Buy |
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|
2020
Q3 | $523K | Buy |
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|
2020
Q2 | $532K | Sell |
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|
2020
Q1 | $697K | Sell |
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|
2019
Q4 | $2.42M | Buy |
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|
2019
Q3 | $2.32M | Buy |
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|
2019
Q2 | $1.6M | Buy |
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|
2019
Q1 | $1.47M | Buy |
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|
2018
Q4 | $1.12M | Buy |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $1.06M | Buy |
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|
2018
Q1 | $525K | Buy |
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|
2017
Q4 | $115K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $63K | Buy |
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|
2016
Q2 | $56K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $71K | Sell |
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|
2013
Q3 | $108K | Hold |
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|
2013
Q2 | $104K | Buy |
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