SWA
ATAXZ
SOA Wealth Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,458
| Closed | -$288K | – | 969 |
|
|
2023
Q2 | $288K | Hold |
17,458
| – | – | 0.07% | 134 |
|
|
2023
Q1 | $302K | Buy |
17,458
+176
| +1% | +$3.04K | 0.07% | 124 |
|
|
2022
Q4 | $301K | Sell |
17,282
-248
| -1% | -$4.32K | 0.08% | 117 |
|
|
2022
Q3 | $302K | Hold |
17,530
| – | – | 0.09% | 111 |
|
|
2022
Q2 | $320K | Sell |
17,530
-34,285
| -66% | -$626K | 0.09% | 111 |
|
|
2022
Q1 | $313K | Hold |
51,815
| – | – | 0.08% | 131 |
|
|
2021
Q4 | $338K | Sell |
51,815
-14,538
| -22% | -$94.8K | 0.08% | 122 |
|
|
2021
Q3 | $395K | Sell |
66,353
-14,747
| -18% | -$87.8K | 0.1% | 115 |
|
|
2021
Q2 | $546K | Hold |
81,100
| – | – | 0.14% | 91 |
|
|
2021
Q1 | $448K | Hold |
81,100
| – | – | 0.13% | 100 |
|
|
2020
Q4 | $369K | Buy |
+81,100
| New | +$369K | 0.1% | 107 |
|