Salem Investment Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$4K | – | 755 |
|
|
2020
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 616 |
|
|
2020
Q1 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 580 |
|
|
2019
Q4 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 582 |
|
|
2019
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 553 |
|
|
2019
Q2 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 580 |
|
|
2019
Q1 | $6K | Buy |
+1,000
| New | +$6K | ﹤0.01% | 443 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$6K | – | 448 |
|
|
2018
Q3 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 443 |
|
|
2018
Q2 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 459 |
|
|
2018
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 477 |
|
|
2017
Q4 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 483 |
|
|
2017
Q3 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 489 |
|
|
2017
Q2 | $6K | Buy |
+1,000
| New | +$6K | ﹤0.01% | 514 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$5K | – | 751 |
|
|
2016
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 545 |
|
|
2016
Q3 | $59 | Buy |
+1,000
| New | +$59 | ﹤0.01% | 444 |
|
|
2014
Q2 | – | Sell |
-51,000
| Closed | -$308K | – | 309 |
|
|
2014
Q1 | $308K | Buy |
+51,000
| New | +$308K | 0.04% | 240 |
|