Tradition Wealth Management’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 |
-53,704
| Closed | -$325K | – | 1174 |
|
|
2022
Q1 | $325K | Buy |
53,704
+4,393
| +9% | +$26.6K | 0.04% | 238 |
|
|
2021
Q4 | $317K | Sell |
49,311
-5,547
| -10% | -$35.7K | 0.04% | 238 |
|
|
2021
Q3 | $327K | Buy |
54,858
+859
| +2% | +$5.12K | 0.05% | 215 |
|
|
2021
Q2 | $364K | Sell |
53,999
-1,302
| -2% | -$8.78K | 0.05% | 214 |
|
|
2021
Q1 | $306K | Buy |
55,301
+2,658
| +5% | +$14.7K | 0.05% | 209 |
|
|
2020
Q4 | $224K | Buy |
+52,643
| New | +$224K | 0.04% | 221 |
|