Steward Partners Investment Advisory’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 |
-5,000
| Closed | -$30K | – | 3489 |
|
|
2022
Q1 | $30K | Hold |
5,000
| – | – | ﹤0.01% | 2185 |
|
|
2021
Q4 | $32K | Hold |
5,000
| – | – | ﹤0.01% | 2112 |
|
|
2021
Q3 | $30K | Hold |
5,000
| – | – | ﹤0.01% | 2146 |
|
|
2021
Q2 | $34K | Sell |
5,000
-8,576
| -63% | -$58.3K | ﹤0.01% | 4003 |
|
|
2021
Q1 | $75.1K | Buy |
13,576
+8,576
| +172% | +$47.4K | ﹤0.01% | 1776 |
|
|
2020
Q4 | $21K | Hold |
5,000
| – | – | ﹤0.01% | 2053 |
|
|
2020
Q3 | $20K | Hold |
5,000
| – | – | ﹤0.01% | 1904 |
|
|
2020
Q2 | $21K | Hold |
5,000
| – | – | ﹤0.01% | 1766 |
|
|
2020
Q1 | $26K | Hold |
5,000
| – | – | ﹤0.01% | 1518 |
|
|
2019
Q4 | $38K | Hold |
5,000
| – | – | ﹤0.01% | 1524 |
|
|
2019
Q3 | $40K | Hold |
5,000
| – | – | ﹤0.01% | 1451 |
|
|
2019
Q2 | $35K | Buy |
+5,000
| New | +$35K | ﹤0.01% | 1476 |
|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$17K | – | 2633 |
|
|
2018
Q3 | $17K | Hold |
3,000
| – | – | ﹤0.01% | 1643 |
|
|
2018
Q2 | $19K | Buy |
+3,000
| New | +$19K | ﹤0.01% | 1501 |
|