MWPCG
ATAXZ
Measured Wealth Private Client Group’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-53,150
| Closed | -$219K | – | 151 |
|
|
2020
Q2 | $219K | Hold |
53,150
| – | – | 0.13% | 101 |
|
|
2020
Q1 | $279K | Hold |
53,150
| – | – | 0.22% | 66 |
|
|
2019
Q4 | $409K | Hold |
53,150
| – | – | 0.27% | 57 |
|
|
2019
Q3 | $435K | Hold |
53,150
| – | – | 0.28% | 59 |
|
|
2019
Q2 | $378K | Buy |
+53,150
| New | +$378K | 0.22% | 97 |
|