Ameriprise’s Liberty Tax, Inc. Class A TAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-71,171
| Closed | -$1.39M | – | 3854 |
|
|
2016
Q1 | $1.39M | Sell |
71,171
-10,569
| -13% | -$207K | ﹤0.01% | 2695 |
|
|
2015
Q4 | $1.95M | Buy |
81,740
+11,000
| +16% | +$262K | ﹤0.01% | 2619 |
|
|
2015
Q3 | $1.65M | Sell |
70,740
-6,000
| -8% | -$140K | ﹤0.01% | 2707 |
|
|
2015
Q2 | $1.9M | Buy |
+76,740
| New | +$1.9M | ﹤0.01% | 2773 |
|
|
2013
Q4 | – | Sell |
-286
| Closed | -$5K | – | 5562 |
|
|
2013
Q3 | $5K | Hold |
286
| – | – | ﹤0.01% | 5247 |
|
|
2013
Q2 | $5K | Buy |
+286
| New | +$5K | ﹤0.01% | 5144 |
|