Icon Advisers’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 |
-14,295
| Closed | -$206K | – | 425 |
|
|
2017
Q3 | $206K | Hold |
14,295
| – | – | 0.01% | 373 |
|
|
2017
Q2 | $185K | Hold |
14,295
| – | – | 0.01% | 373 |
|
|
2017
Q1 | $204K | Sell |
14,295
-5,450
| -28% | -$77.8K | 0.01% | 373 |
|
|
2016
Q4 | $265K | Hold |
19,745
| – | – | 0.02% | 391 |
|
|
2016
Q3 | $252K | Buy |
+19,745
| New | +$252K | 0.02% | 409 |
|