Newbridge Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,032
| Closed | -$79K | – | 1595 |
|
|
2022
Q1 | $79K | Buy |
13,032
+422
| +3% | +$2.56K | 0.04% | 359 |
|
|
2021
Q4 | $81K | Sell |
12,610
-614
| -5% | -$3.94K | 0.04% | 354 |
|
|
2021
Q3 | $79K | Buy |
13,224
+119
| +0.9% | +$711 | 0.05% | 304 |
|
|
2021
Q2 | $88K | Sell |
13,105
-614
| -4% | -$4.12K | 0.05% | 312 |
|
|
2021
Q1 | $76K | Sell |
13,719
-3,958
| -22% | -$21.9K | 0.06% | 306 |
|
|
2020
Q4 | $75K | Sell |
17,677
-1,062
| -6% | -$4.51K | 0.06% | 257 |
|
|
2020
Q3 | $76K | Buy |
+18,739
| New | +$76K | 0.07% | 234 |
|