Samalin Investment Counsel’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 |
-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 |
|