Formula Growth’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
Q4 | – | Sell |
-55,280
| Closed | -$796K | – | 149 |
|
|
2017
Q3 | $796K | Sell |
55,280
-6,000
| -10% | -$86.4K | 0.13% | 126 |
|
|
2017
Q2 | $794K | Hold |
61,280
| – | – | 0.14% | 121 |
|
|
2017
Q1 | $873K | Hold |
61,280
| – | – | 0.18% | 127 |
|
|
2016
Q4 | $821K | Sell |
61,280
-24,100
| -28% | -$323K | 0.19% | 121 |
|
|
2016
Q3 | $1.09M | Sell |
85,380
-191,471
| -69% | -$2.45M | 0.25% | 114 |
|
|
2016
Q2 | $3.69M | Buy |
276,851
+231,071
| +505% | +$3.08M | 0.9% | 37 |
|
|
2016
Q1 | $897K | Hold |
45,780
| – | – | 0.21% | 122 |
|
|
2015
Q4 | $1.09M | Buy |
+45,780
| New | +$1.09M | 0.25% | 115 |
|