SOA Wealth Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $288K | Hold |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $313K | Hold |
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|
2021
Q4 | $338K | Sell |
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|
2021
Q3 | $395K | Sell |
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|
2021
Q2 | $546K | Hold |
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|
2021
Q1 | $448K | Hold |
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|
2020
Q4 | $369K | Buy |
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