Bank of Montreal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-622
| Closed | -$5K | – | 4559 |
|
|
2018
Q2 | $5K | Buy |
622
+354
| +132% | +$2.85K | ﹤0.01% | 3817 |
|
|
2018
Q1 | $3K | Hold |
268
| – | – | ﹤0.01% | 3744 |
|
|
2017
Q4 | $3K | Sell |
268
-631
| -70% | -$7.06K | ﹤0.01% | 3698 |
|
|
2017
Q3 | $13K | Sell |
899
-957
| -52% | -$13.8K | ﹤0.01% | 3351 |
|
|
2017
Q2 | $24K | Buy |
1,856
+53
| +3% | +$685 | ﹤0.01% | 3172 |
|
|
2017
Q1 | $26K | Buy |
1,803
+2
| +0.1% | +$29 | ﹤0.01% | 3034 |
|
|
2016
Q4 | $22K | Buy |
1,801
+631
| +54% | +$7.71K | ﹤0.01% | 3081 |
|
|
2016
Q3 | $15K | Buy |
1,170
+188
| +19% | +$2.41K | ﹤0.01% | 3193 |
|
|
2016
Q2 | $13K | Buy |
982
+15
| +2% | +$199 | ﹤0.01% | 3260 |
|
|
2016
Q1 | $19K | Sell |
967
-6
| -0.6% | -$118 | ﹤0.01% | 3183 |
|
|
2015
Q4 | $23K | Sell |
973
-148
| -13% | -$3.5K | ﹤0.01% | 3128 |
|
|
2015
Q3 | $26K | Hold |
1,121
| – | – | ﹤0.01% | 2925 |
|
|
2015
Q2 | $28K | Hold |
1,121
| – | – | ﹤0.01% | 2980 |
|
|
2015
Q1 | $31K | Hold |
1,121
| – | – | ﹤0.01% | 2897 |
|
|
2014
Q4 | $40K | Sell |
1,121
-11
| -1% | -$393 | ﹤0.01% | 2760 |
|
|
2014
Q3 | $36K | Sell |
1,132
-109
| -9% | -$3.47K | ﹤0.01% | 2822 |
|
|
2014
Q2 | $41K | Buy |
1,241
+120
| +11% | +$3.97K | ﹤0.01% | 2891 |
|
|
2014
Q1 | $31K | Sell |
1,121
-28
| -2% | -$774 | ﹤0.01% | 2814 |
|
|
2013
Q4 | $28K | Buy |
+1,149
| New | +$28K | ﹤0.01% | 2770 |
|