Highlander Capital Management’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
Q2 | – | Sell |
-3,079
| Closed | -$44K | – | 769 |
|
|
2017
Q1 | $44K | Hold |
3,079
| – | – | 0.04% | 368 |
|
|
2016
Q4 | $41K | Hold |
3,079
| – | – | 0.04% | 383 |
|
|
2016
Q3 | $39K | Hold |
3,079
| – | – | 0.03% | 398 |
|
|
2016
Q2 | $41K | Sell |
3,079
-5,921
| -66% | -$78.8K | 0.04% | 393 |
|
|
2016
Q1 | $176K | Hold |
9,000
| – | – | 0.16% | 159 |
|
|
2015
Q4 | $214K | Sell |
9,000
-1,000
| -10% | -$23.8K | 0.2% | 134 |
|
|
2015
Q3 | $232K | Hold |
10,000
| – | – | 0.22% | 127 |
|
|
2015
Q2 | $248K | Sell |
10,000
-1,000
| -9% | -$24.8K | 0.22% | 119 |
|
|
2015
Q1 | $306K | Hold |
11,000
| – | – | 0.26% | 94 |
|
|
2014
Q4 | $393K | Sell |
11,000
-5,237
| -32% | -$187K | 0.34% | 76 |
|
|
2014
Q3 | $524K | Sell |
16,237
-2,000
| -11% | -$64.6K | 0.49% | 51 |
|
|
2014
Q2 | $607K | Hold |
18,237
| – | – | 0.55% | 46 |
|
|
2014
Q1 | $506K | Sell |
18,237
-1,000
| -5% | -$27.7K | 0.47% | 51 |
|
|
2013
Q4 | $467K | Sell |
19,237
-3,000
| -13% | -$72.9K | 0.44% | 60 |
|
|
2013
Q3 | $421K | Sell |
22,237
-3,000
| -12% | -$56.9K | 0.42% | 59 |
|
|
2013
Q2 | $410K | Buy |
+25,237
| New | +$410K | 0.43% | 57 |
|