Yorktown Management & Research Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-500,000
| Closed | -$2.63M | – | 541 |
|
|
2014
Q4 | $2.63M | Hold |
500,000
| – | – | 0.55% | 49 |
|
|
2014
Q3 | $2.99M | Hold |
500,000
| – | – | 0.57% | 44 |
|
|
2014
Q2 | $3.01M | Hold |
500,000
| – | – | 0.56% | 47 |
|
|
2014
Q1 | $3.02M | Hold |
500,000
| – | – | 0.58% | 40 |
|
|
2013
Q4 | $3.16M | Hold |
500,000
| – | – | 0.64% | 41 |
|
|
2013
Q3 | $3.43M | Hold |
500,000
| – | – | 0.73% | 40 |
|
|
2013
Q2 | $3.4M | Buy |
+500,000
| New | +$3.4M | 0.72% | 34 |
|