Sanders Morris Harris’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 |
-39,500
| Closed | -$239K | – | 323 |
|
|
2022
Q1 | $239K | Hold |
39,500
| – | – | 0.05% | 249 |
|
|
2021
Q4 | $254K | Hold |
39,500
| – | – | 0.04% | 253 |
|
|
2021
Q3 | $235K | Hold |
39,500
| – | – | 0.04% | 266 |
|
|
2021
Q2 | $266K | Hold |
39,500
| – | – | 0.05% | 254 |
|
|
2021
Q1 | $218K | Hold |
39,500
| – | – | 0.05% | 262 |
|
|
2020
Q4 | $168K | Buy |
39,500
+12,500
| +46% | +$53.2K | 0.04% | 257 |
|
|
2020
Q3 | $109K | Hold |
27,000
| – | – | 0.03% | 256 |
|
|
2020
Q2 | $111K | Sell |
27,000
-1,000
| -4% | -$4.11K | 0.05% | 124 |
|
|
2020
Q1 | $0 | Buy |
+28,000
| New | – | ﹤0.01% | 304 |
|