Creative Planning’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 |
-15,000
| Closed | -$121K | – | 2042 |
|
|
2018
Q2 | $121K | Buy |
+15,000
| New | +$121K | ﹤0.01% | 1721 |
|
|
2017
Q4 | – | Sell |
-15,000
| Closed | -$216K | – | 2016 |
|
|
2017
Q3 | $216K | Hold |
15,000
| – | – | ﹤0.01% | 1543 |
|
|
2017
Q2 | $194K | Buy |
15,000
+14,900
| +14,900% | +$193K | ﹤0.01% | 1526 |
|
|
2017
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 4430 |
|
|
2016
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 4377 |
|
|
2016
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 4316 |
|
|
2016
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 4136 |
|
|
2016
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3941 |
|