New England Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,500
| Closed | -$94K | – | 174 |
|
|
2019
Q3 | $94K | Hold |
11,500
| – | – | 0.02% | 165 |
|
|
2019
Q2 | $82K | Hold |
11,500
| – | – | 0.02% | 162 |
|
|
2019
Q1 | $79K | Hold |
11,500
| – | – | 0.02% | 154 |
|
|
2018
Q4 | $65K | Hold |
11,500
| – | – | 0.02% | 140 |
|
|
2018
Q3 | $66K | Hold |
11,500
| – | – | 0.02% | 154 |
|
|
2018
Q2 | $73K | Hold |
11,500
| – | – | 0.02% | 149 |
|
|
2018
Q1 | $71K | Hold |
11,500
| – | – | 0.02% | 147 |
|
|
2017
Q4 | $70K | Buy |
+11,500
| New | +$70K | 0.02% | 144 |
|
|
2017
Q3 | – | Sell |
-11,500
| Closed | -$68K | – | 146 |
|
|
2017
Q2 | $68K | Hold |
11,500
| – | – | 0.02% | 141 |
|
|
2017
Q1 | $64K | Hold |
11,500
| – | – | 0.02% | 135 |
|
|
2016
Q4 | $62K | Buy |
+11,500
| New | +$62K | 0.02% | 119 |
|
|
2016
Q3 | – | Sell |
-11,500
| Closed | -$63K | – | 126 |
|
|
2016
Q2 | $63K | Buy |
+11,500
| New | +$63K | 0.02% | 118 |
|