JPMorgan Chase & Co’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
Q2 | – | Sell |
-1,380
| Closed | -$14K | – | 4937 |
|
|
2018
Q1 | $14K | Sell |
1,380
-102
| -7% | -$1.04K | ﹤0.01% | 4470 |
|
|
2017
Q4 | $16K | Buy |
+1,482
| New | +$16K | ﹤0.01% | 4432 |
|
|
2017
Q2 | – | Sell |
-4,651
| Closed | -$66K | – | 4668 |
|
|
2017
Q1 | $66K | Sell |
4,651
-4,857
| -51% | -$68.9K | ﹤0.01% | 3855 |
|
|
2016
Q4 | $127K | Sell |
9,508
-13,298
| -58% | -$178K | ﹤0.01% | 3812 |
|
|
2016
Q3 | $291K | Buy |
+22,806
| New | +$291K | ﹤0.01% | 3152 |
|
|
2016
Q1 | – | Sell |
-2,024
| Closed | -$48K | – | 4374 |
|
|
2015
Q4 | $48K | Buy |
+2,024
| New | +$48K | ﹤0.01% | 3368 |
|