MBM Wealth Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,640
| Closed | -$22K | – | 313 |
|
|
2021
Q3 | $22K | Hold |
3,640
| – | – | 0.01% | 203 |
|
|
2021
Q2 | $25K | Hold |
3,640
| – | – | 0.01% | 181 |
|
|
2021
Q1 | $20K | Hold |
3,640
| – | – | 0.01% | 194 |
|
|
2020
Q4 | $15K | Hold |
3,640
| – | – | 0.01% | 175 |
|
|
2020
Q3 | $15K | Hold |
3,640
| – | – | 0.01% | 165 |
|
|
2020
Q2 | $15K | Hold |
3,640
| – | – | 0.01% | 164 |
|
|
2020
Q1 | $19K | Hold |
3,640
| – | – | 0.02% | 140 |
|
|
2019
Q4 | $28K | Hold |
3,640
| – | – | 0.02% | 140 |
|
|
2019
Q3 | $30K | Hold |
3,640
| – | – | 0.02% | 133 |
|
|
2019
Q2 | $26K | Hold |
3,640
| – | – | 0.02% | 139 |
|
|
2019
Q1 | $25K | Hold |
3,640
| – | – | 0.02% | 145 |
|
|
2018
Q4 | $20K | Buy |
+3,640
| New | +$20K | 0.02% | 156 |
|