TAX
Bank of America’s Liberty Tax, Inc. Class A TAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-15,083
| Closed | -$121K | – | 6764 |
|
|
2018
Q2 | $121K | Buy |
15,083
+3,136
| +26% | +$25.2K | ﹤0.01% | 4985 |
|
|
2018
Q1 | $120K | Buy |
11,947
+515
| +5% | +$5.17K | ﹤0.01% | 4934 |
|
|
2017
Q4 | $125K | Buy |
11,432
+6,099
| +114% | +$66.7K | ﹤0.01% | 4869 |
|
|
2017
Q3 | $76K | Buy |
5,333
+906
| +20% | +$12.9K | ﹤0.01% | 4991 |
|
|
2017
Q2 | $57K | Sell |
4,427
-1,495
| -25% | -$19.2K | ﹤0.01% | 5069 |
|
|
2017
Q1 | $84K | Buy |
5,922
+809
| +16% | +$11.5K | ﹤0.01% | 4974 |
|
|
2016
Q4 | $69K | Buy |
5,113
+4,782
| +1,445% | +$64.5K | ﹤0.01% | 5019 |
|
|
2016
Q3 | $5K | Buy |
331
+202
| +157% | +$3.05K | ﹤0.01% | 5856 |
|
|
2016
Q2 | $2K | Buy |
+129
| New | +$2K | ﹤0.01% | 6122 |
|
|
2016
Q1 | – | Sell |
-144
| Closed | -$3K | – | 6388 |
|
|
2015
Q4 | $3K | Buy |
144
+123
| +586% | +$2.56K | ﹤0.01% | 6027 |
|
|
2015
Q3 | $0 | Sell |
21
-189
| -90% | – | ﹤0.01% | 6353 |
|
|
2015
Q2 | $5K | Buy |
210
+198
| +1,650% | +$4.71K | ﹤0.01% | 5786 |
|
|
2015
Q1 | $0 | Sell |
12
-652
| -98% | – | ﹤0.01% | 6183 |
|
|
2014
Q4 | $24K | Buy |
664
+235
| +55% | +$8.49K | ﹤0.01% | 5140 |
|
|
2014
Q3 | $14K | Sell |
429
-3,256
| -88% | -$106K | ﹤0.01% | 5365 |
|
|
2014
Q2 | $123K | Buy |
3,685
+3,574
| +3,220% | +$119K | ﹤0.01% | 4505 |
|
|
2014
Q1 | $3K | Buy |
111
+66
| +147% | +$1.78K | ﹤0.01% | 5553 |
|
|
2013
Q4 | $1K | Sell |
45
-88
| -66% | -$1.96K | ﹤0.01% | 5842 |
|
|
2013
Q3 | $3K | Sell |
133
-6,981
| -98% | -$157K | ﹤0.01% | 5663 |
|
|
2013
Q2 | $116K | Buy |
+7,114
| New | +$116K | ﹤0.01% | 4736 |
|