OBWG
ATAXZ
Onyx Bridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,150
| Closed | -$132K | – | 186 |
|
|
2021
Q4 | $132K | Buy |
20,150
+700
| +4% | +$4.59K | 0.04% | 161 |
|
|
2021
Q3 | $126K | Hold |
19,450
| – | – | 0.05% | 147 |
|
|
2021
Q2 | $131K | Buy |
19,450
+1,650
| +9% | +$11.1K | 0.06% | 119 |
|
|
2021
Q1 | $98K | Buy |
+17,800
| New | +$98K | 0.05% | 105 |
|