Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,900
| Closed | -$67K | – | 964 |
|
|
2018
Q4 | $67K | Buy |
11,900
+5,000
| +72% | +$28.2K | ﹤0.01% | 846 |
|
|
2018
Q3 | $39K | Buy |
+6,900
| New | +$39K | ﹤0.01% | 1574 |
|
|
2018
Q2 | – | Sell |
-6,400
| Closed | -$40K | – | 3202 |
|
|
2018
Q1 | $40K | Hold |
6,400
| – | – | ﹤0.01% | 1698 |
|
|
2017
Q4 | $39K | Buy |
+6,400
| New | +$39K | ﹤0.01% | 1644 |
|