SIC
ATAXZ

Samalin Investment Counsel’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Samalin Investment Counsel’s Portfolio ATAXZ Stock Details ATAXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-188,440
Closed -$1.14M – 258
2022
Q1 		$1.14M Buy
188,440
+22,493
+14% +$136K 0.69% 34
2021
Q4 		$1.07M Buy
165,947
+4,776
+3% +$30.7K 0.64% 36
2021
Q3 		$961K Buy
161,171
+22,809
+16% +$136K 0.63% 36
2021
Q2 		$933K Sell
138,362
-33,138
-19% -$223K 0.6% 35
2021
Q1 		$948K Buy
171,500
+105,500
+160% +$583K 0.64% 34
2020
Q4 		$281K Buy
+66,000
New +$281K 0.21% 163

Other funds holding ATAXZ

SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return