SeaCrest Wealth Management’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
Q4 | – | Sell |
-11,900
| Closed | -$48K | – | 666 |
|
|
2020
Q3 | $48K | Hold |
11,900
| – | – | 0.01% | 573 |
|
|
2020
Q2 | $49K | Hold |
11,900
| – | – | 0.01% | 546 |
|
|
2020
Q1 | $62K | Hold |
11,900
| – | – | 0.01% | 494 |
|
|
2019
Q4 | $92K | Hold |
11,900
| – | – | 0.02% | 543 |
|
|
2019
Q3 | $97K | Hold |
11,900
| – | – | 0.02% | 531 |
|
|
2019
Q2 | $85K | Hold |
11,900
| – | – | 0.02% | 503 |
|
|
2019
Q1 | $82K | Hold |
11,900
| – | – | 0.01% | 773 |
|
|
2018
Q4 | $67K | Hold |
11,900
| – | – | 0.01% | 805 |
|
|
2018
Q3 | $68K | Buy |
11,900
+1,500
| +14% | +$8.57K | 0.01% | 892 |
|
|
2018
Q2 | $66K | Hold |
10,400
| – | – | 0.01% | 878 |
|
|
2018
Q1 | $64K | Hold |
10,400
| – | – | 0.01% | 860 |
|
|
2017
Q4 | $63K | Buy |
+10,400
| New | +$63K | 0.01% | 876 |
|