Charles Schwab’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
Q2 | – | Sell |
-11,700
| Closed | -$119K | – | 3191 |
|
|
2018
Q1 | $119K | Hold |
11,700
| – | – | ﹤0.01% | 3031 |
|
|
2017
Q4 | $129K | Hold |
11,700
| – | – | ﹤0.01% | 3020 |
|
|
2017
Q3 | $169K | Hold |
11,700
| – | – | ﹤0.01% | 3031 |
|
|
2017
Q2 | $152K | Hold |
11,700
| – | – | ﹤0.01% | 3066 |
|
|
2017
Q1 | $167K | Hold |
11,700
| – | – | ﹤0.01% | 2959 |
|
|
2016
Q4 | $157K | Hold |
11,700
| – | – | ﹤0.01% | 3001 |
|
|
2016
Q3 | $150K | Hold |
11,700
| – | – | ﹤0.01% | 2968 |
|
|
2016
Q2 | $156K | Hold |
11,700
| – | – | ﹤0.01% | 3000 |
|
|
2016
Q1 | $230K | Hold |
11,700
| – | – | ﹤0.01% | 2851 |
|
|
2015
Q4 | $279K | Hold |
11,700
| – | – | ﹤0.01% | 2886 |
|
|
2015
Q3 | $273K | Buy |
+11,700
| New | +$273K | ﹤0.01% | 2866 |
|
|
2015
Q1 | – | Sell |
-6,500
| Closed | -$233K | – | 3090 |
|
|
2014
Q4 | $233K | Hold |
6,500
| – | – | ﹤0.01% | 2938 |
|
|
2014
Q3 | $210K | Hold |
6,500
| – | – | ﹤0.01% | 2932 |
|
|
2014
Q2 | $217K | Buy |
+6,500
| New | +$217K | ﹤0.01% | 2970 |
|