&Partners’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 |
-25,620
| Closed | -$155K | – | 220 |
|
|
2022
Q1 | $155K | Hold |
25,620
| – | – | 0.09% | 189 |
|
|
2021
Q4 | $165K | Sell |
25,620
-150
| -0.6% | -$966 | 0.1% | 175 |
|
|
2021
Q3 | $154K | Sell |
25,770
-350
| -1% | -$2.09K | 0.1% | 176 |
|
|
2021
Q2 | $163K | Buy |
26,120
+1,750
| +7% | +$10.9K | 0.11% | 177 |
|
|
2021
Q1 | $144K | Buy |
+24,370
| New | +$144K | 0.1% | 156 |
|
|
2020
Q4 | – | Sell |
-11,540
| Closed | -$47K | – | 152 |
|
|
2020
Q3 | $47K | Hold |
11,540
| – | – | 0.05% | 131 |
|
|
2020
Q2 | $48K | Hold |
11,540
| – | – | 0.06% | 127 |
|
|
2020
Q1 | $60K | Hold |
11,540
| – | – | 0.09% | 134 |
|
|
2019
Q4 | $89K | Hold |
11,540
| – | – | 0.11% | 149 |
|
|
2019
Q3 | $94K | Hold |
11,540
| – | – | 0.12% | 144 |
|
|
2019
Q2 | $82K | Buy |
+11,540
| New | +$82K | 0.11% | 139 |
|