Dimensional Fund Advisors’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 |
-318,089
| Closed | -$2.57M | – | 3460 |
|
|
2018
Q2 | $2.57M | Buy |
318,089
+48,492
| +18% | +$392K | ﹤0.01% | 2829 |
|
|
2018
Q1 | $2.72M | Buy |
269,597
+55,656
| +26% | +$562K | ﹤0.01% | 2799 |
|
|
2017
Q4 | $2.35M | Buy |
213,941
+37,689
| +21% | +$415K | ﹤0.01% | 2830 |
|
|
2017
Q3 | $2.54M | Buy |
176,252
+21,007
| +14% | +$302K | ﹤0.01% | 2797 |
|
|
2017
Q2 | $2.01M | Buy |
155,245
+21,568
| +16% | +$279K | ﹤0.01% | 2848 |
|
|
2017
Q1 | $1.91M | Buy |
133,677
+28,371
| +27% | +$404K | ﹤0.01% | 2852 |
|
|
2016
Q4 | $1.41M | Buy |
105,306
+38,620
| +58% | +$517K | ﹤0.01% | 2895 |
|
|
2016
Q3 | $852K | Sell |
66,686
-1,718
| -3% | -$22K | ﹤0.01% | 2969 |
|
|
2016
Q2 | $911K | Sell |
68,404
-531
| -0.8% | -$7.07K | ﹤0.01% | 2949 |
|
|
2016
Q1 | $1.35M | Hold |
68,935
| – | – | ﹤0.01% | 2860 |
|
|
2015
Q4 | $1.64M | Buy |
68,935
+12,562
| +22% | +$299K | ﹤0.01% | 2858 |
|
|
2015
Q3 | $1.31M | Buy |
56,373
+1,380
| +3% | +$32.1K | ﹤0.01% | 2935 |
|
|
2015
Q2 | $1.36M | Buy |
54,993
+2,677
| +5% | +$66.3K | ﹤0.01% | 2946 |
|
|
2015
Q1 | $1.46M | Buy |
52,316
+11,506
| +28% | +$320K | ﹤0.01% | 2901 |
|
|
2014
Q4 | $1.46M | Buy |
40,810
+18,905
| +86% | +$676K | ﹤0.01% | 2927 |
|
|
2014
Q3 | $708K | Buy |
21,905
+11,854
| +118% | +$383K | ﹤0.01% | 3082 |
|
|
2014
Q2 | $335K | Buy |
10,051
+7,851
| +357% | +$262K | ﹤0.01% | 3248 |
|
|
2014
Q1 | $61K | Buy |
+2,200
| New | +$61K | ﹤0.01% | 3435 |
|