Wedbush Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,460
| Closed | -$57K | – | 1104 |
|
|
2020
Q4 | $57K | Buy |
13,460
+625
| +5% | +$2.65K | 0.01% | 854 |
|
|
2020
Q3 | $52K | Hold |
12,835
| – | – | 0.01% | 879 |
|
|
2020
Q2 | $53K | Buy |
12,835
+2,095
| +20% | +$8.65K | 0.01% | 901 |
|
|
2020
Q1 | $56K | Hold |
10,740
| – | – | 0.01% | 820 |
|
|
2019
Q4 | $83K | Sell |
10,740
-5,200
| -33% | -$40.2K | 0.01% | 940 |
|
|
2019
Q3 | $130K | Hold |
15,940
| – | – | 0.01% | 876 |
|
|
2019
Q2 | $113K | Buy |
15,940
+3,000
| +23% | +$21.3K | 0.01% | 890 |
|
|
2019
Q1 | $89K | Sell |
12,940
-1,827
| -12% | -$12.6K | 0.01% | 865 |
|
|
2018
Q4 | $83K | Buy |
14,767
+4,207
| +40% | +$23.6K | 0.01% | 770 |
|
|
2018
Q3 | $60K | Hold |
10,560
| – | – | 0.01% | 865 |
|
|
2018
Q2 | $67K | Sell |
10,560
-8,018
| -43% | -$50.9K | 0.01% | 831 |
|
|
2018
Q1 | $115K | Hold |
18,578
| – | – | 0.02% | 744 |
|
|
2017
Q4 | $112K | Buy |
+18,578
| New | +$112K | 0.01% | 783 |
|