Shine Investment Advisory Services’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 |
-13,273
| Closed | -$55K | – | 795 |
|
|
2020
Q2 | $55K | Hold |
13,273
| – | – | 0.02% | 271 |
|
|
2020
Q1 | $70K | Hold |
13,273
| – | – | 0.03% | 227 |
|
|
2019
Q4 | $102K | Hold |
13,273
| – | – | 0.04% | 208 |
|
|
2019
Q3 | $109K | Buy |
+13,273
| New | +$109K | 0.05% | 166 |
|
|
2019
Q2 | – | Hold |
0
| – | -$91K | – | 191 |
|
|
2019
Q1 | – | Hold |
0
| – | -$75K | – | 205 |
|
|
2018
Q4 | – | Hold |
0
| – | -$76K | – | 212 |
|
|
2018
Q3 | – | Sell |
-13,273
| Closed | -$84K | – | 229 |
|
|
2018
Q2 | $84K | Buy |
+13,273
| New | +$84K | 0.04% | 214 |
|
|
2018
Q1 | – | Hold |
0
| – | -$80K | – | 205 |
|
|
2017
Q4 | – | Hold |
0
| – | -$80K | – | 217 |
|
|
2017
Q3 | – | Hold |
0
| – | -$79K | – | 203 |
|
|
2017
Q2 | – | Sell |
-13,273
| Closed | -$74K | – | 185 |
|
|
2017
Q1 | $74K | Buy |
+13,273
| New | +$74K | 0.05% | 84 |
|