AWCI
TAX
Alpine Woods Capital Investors’s Liberty Tax, Inc. Class A TAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-20,119
| Closed | -$394K | – | 462 |
|
|
2016
Q1 | $394K | Hold |
20,119
| – | – | 0.02% | 323 |
|
|
2015
Q4 | $479K | Hold |
20,119
| – | – | 0.03% | 324 |
|
|
2015
Q3 | $469K | Hold |
20,119
| – | – | 0.03% | 335 |
|
|
2015
Q2 | $498K | Hold |
20,119
| – | – | 0.03% | 320 |
|
|
2015
Q1 | $560K | Buy |
20,119
+3,444
| +21% | +$95.9K | 0.03% | 313 |
|
|
2014
Q4 | $596K | Sell |
16,675
-11,734
| -41% | -$419K | 0.03% | 305 |
|
|
2014
Q3 | $918K | Buy |
+28,409
| New | +$918K | 0.05% | 253 |
|
|
2014
Q2 | – | Sell |
-19,248
| Closed | -$534K | – | 480 |
|
|
2014
Q1 | $534K | Buy |
+19,248
| New | +$534K | 0.03% | 299 |
|