Burgundy Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-19,614
| Closed | -$701K | – | 110 |
|
|
2014
Q4 | $701K | Buy |
+19,614
| New | +$701K | 0.01% | 96 |
|
|
2014
Q2 | – | Sell |
-15,586
| Closed | -$432K | – | 124 |
|
|
2014
Q1 | $432K | Hold |
15,586
| – | – | 0.01% | 107 |
|
|
2013
Q4 | $379K | Hold |
15,586
| – | – | ﹤0.01% | 108 |
|
|
2013
Q3 | $295K | Hold |
15,586
| – | – | ﹤0.01% | 105 |
|
|
2013
Q2 | $253K | Buy |
+15,586
| New | +$253K | ﹤0.01% | 112 |
|