Sigma Planning Corp’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 |
-24,918
| Closed | -$103K | – | 1180 |
|
|
2020
Q2 | $103K | Sell |
24,918
-285
| -1% | -$1.18K | ﹤0.01% | 990 |
|
|
2020
Q1 | $132K | Sell |
25,203
-3,959
| -14% | -$20.7K | 0.01% | 821 |
|
|
2019
Q4 | $225K | Buy |
29,162
+2,765
| +10% | +$21.3K | 0.01% | 910 |
|
|
2019
Q3 | $216K | Sell |
26,397
-1,662
| -6% | -$13.6K | 0.01% | 885 |
|
|
2019
Q2 | $200K | Buy |
28,059
+5,736
| +26% | +$40.9K | 0.01% | 906 |
|
|
2019
Q1 | $153K | Buy |
+22,323
| New | +$153K | 0.01% | 869 |
|