Fidelity Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-10,690
| Closed | -$143K | – | 2742 |
|
|
2016
Q4 | $143K | Buy |
+10,690
| New | +$143K | ﹤0.01% | 2630 |
|
|
2016
Q2 | – | Sell |
-25,111
| Closed | -$492K | – | 2735 |
|
|
2016
Q1 | $492K | Buy |
25,111
+3,200
| +15% | +$62.7K | ﹤0.01% | 2552 |
|
|
2015
Q4 | $522K | Hold |
21,911
| – | – | ﹤0.01% | 2598 |
|
|
2015
Q3 | $510K | Hold |
21,911
| – | – | ﹤0.01% | 2586 |
|
|
2015
Q2 | $542K | Sell |
21,911
-19,200
| -47% | -$475K | ﹤0.01% | 2609 |
|
|
2015
Q1 | $1.14M | Sell |
41,111
-1,300
| -3% | -$36.2K | ﹤0.01% | 2501 |
|
|
2014
Q4 | $1.52M | Buy |
42,411
+1,800
| +4% | +$64.3K | ﹤0.01% | 2473 |
|
|
2014
Q3 | $1.31M | Buy |
40,611
+700
| +2% | +$22.6K | ﹤0.01% | 2497 |
|
|
2014
Q2 | $1.33M | Sell |
39,911
-1,100
| -3% | -$36.6K | ﹤0.01% | 2465 |
|
|
2014
Q1 | $1.14M | Sell |
41,011
-27,796
| -40% | -$771K | ﹤0.01% | 2460 |
|
|
2013
Q4 | $1.67M | Buy |
68,807
+14,245
| +26% | +$346K | ﹤0.01% | 2385 |
|
|
2013
Q3 | $1.03M | Sell |
54,562
-1,360
| -2% | -$25.8K | ﹤0.01% | 2450 |
|
|
2013
Q2 | $909K | Buy |
+55,922
| New | +$909K | ﹤0.01% | 2427 |
|