LWP
ATAXZ
Lumature Wealth Partners’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$9K | – | 449 |
|
|
2022
Q1 | $9K | Hold |
1,500
| – | – | ﹤0.01% | 348 |
|
|
2021
Q4 | $10K | Hold |
1,500
| – | – | ﹤0.01% | 336 |
|
|
2021
Q3 | $9K | Hold |
1,500
| – | – | ﹤0.01% | 340 |
|
|
2021
Q2 | $10K | Hold |
1,500
| – | – | ﹤0.01% | 298 |
|
|
2021
Q1 | $8K | Buy |
+1,500
| New | +$8K | ﹤0.01% | 299 |
|