Simplex Trading’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 |
-650
| Closed | -$3K | – | 4967 |
|
|
2022
Q1 | $3K | Buy |
650
+599
| +1,175% | +$2.77K | ﹤0.01% | 2590 |
|
|
2021
Q4 | $0 | Buy |
+51
| New | – | ﹤0.01% | 4905 |
|
|
2021
Q2 | – | Sell |
-9
| Closed | – | – | 4480 |
|
|
2021
Q1 | $0 | Sell |
9
-668
| -99% | – | ﹤0.01% | 4289 |
|
|
2020
Q4 | $2K | Sell |
677
-1,119
| -62% | -$3.31K | ﹤0.01% | 2165 |
|
|
2020
Q3 | $7K | Buy |
+1,796
| New | +$7K | ﹤0.01% | 1817 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3606 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3591 |
|
|
2019
Q2 | – | Sell |
-11
| Closed | – | – | 3576 |
|
|
2019
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 3588 |
|
|
2018
Q4 | – | Sell |
-5,589
| Closed | -$31K | – | 3587 |
|
|
2018
Q3 | $31K | Buy |
5,589
+5,489
| +5,489% | +$30.4K | ﹤0.01% | 1417 |
|
|
2018
Q2 | $0 | Buy |
+100
| New | – | ﹤0.01% | 3611 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | – | – | 3511 |
|
|
2017
Q2 | $0 | Buy |
+100
| New | – | ﹤0.01% | 3504 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 3518 |
|
|
2016
Q4 | – | Sell |
-108
| Closed | – | – | 3536 |
|
|
2016
Q3 | $0 | Sell |
108
-23,074
| -100% | – | ﹤0.01% | 3556 |
|
|
2016
Q2 | $127K | Buy |
+23,182
| New | +$127K | 0.01% | 635 |
|
|
2016
Q1 | – | Sell |
-385
| Closed | -$1K | – | 3468 |
|
|
2015
Q4 | $1K | Buy |
+385
| New | +$1K | ﹤0.01% | 1666 |
|