WJWM
ATAXZ

Williams Jones Wealth Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Williams Jones Wealth Management’s Portfolio ATAXZ Stock Details ATAXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,000
Closed -$64K – 553
2021
Q4 		$64K Buy
+10,000
New +$64K ﹤0.01% 480