Truist Financial’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 |
-12,400
| Closed | -$75K | – | 2812 |
|
|
2022
Q1 | $75K | Sell |
12,400
-25,500
| -67% | -$154K | ﹤0.01% | 2605 |
|
|
2021
Q4 | $243K | Buy |
37,900
+10,900
| +40% | +$69.9K | ﹤0.01% | 2452 |
|
|
2021
Q3 | $161K | Hold |
27,000
| – | – | ﹤0.01% | 2565 |
|
|
2021
Q2 | $182K | Sell |
27,000
-75,456
| -74% | -$509K | ﹤0.01% | 2571 |
|
|
2021
Q1 | $567K | Sell |
102,456
-11,500
| -10% | -$63.6K | ﹤0.01% | 1887 |
|
|
2020
Q4 | $485K | Buy |
113,956
+33,500
| +42% | +$143K | ﹤0.01% | 1844 |
|
|
2020
Q3 | $326K | Buy |
80,456
+8,107
| +11% | +$32.8K | ﹤0.01% | 1943 |
|
|
2020
Q2 | $298K | Buy |
72,349
+57,349
| +382% | +$236K | ﹤0.01% | 1933 |
|
|
2020
Q1 | $79K | Sell |
15,000
-11,000
| -42% | -$57.9K | ﹤0.01% | 2241 |
|
|
2019
Q4 | $201K | Buy |
+26,000
| New | +$201K | ﹤0.01% | 2320 |
|