Kennedy 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
Q4 | – | Sell |
-136,591
| Closed | -$1.97M | – | 798 |
|
|
2017
Q3 | $1.97M | Sell |
136,591
-1,143
| -0.8% | -$16.5K | 0.04% | 619 |
|
|
2017
Q2 | $1.78M | Sell |
137,734
-30,584
| -18% | -$396K | 0.03% | 603 |
|
|
2017
Q1 | $2.4M | Sell |
168,318
-69,486
| -29% | -$990K | 0.04% | 570 |
|
|
2016
Q4 | $3.19M | Buy |
237,804
+797
| +0.3% | +$10.7K | 0.06% | 519 |
|
|
2016
Q3 | $3.03M | Buy |
237,007
+86,981
| +58% | +$1.11M | 0.06% | 502 |
|
|
2016
Q2 | $2M | Buy |
150,026
+94,021
| +168% | +$1.25M | 0.04% | 567 |
|
|
2016
Q1 | $1.1M | Buy |
+56,005
| New | +$1.1M | 0.02% | 659 |
|
|
2014
Q3 | – | Sell |
-38,044
| Closed | -$1.27M | – | 801 |
|
|
2014
Q2 | $1.27M | Sell |
38,044
-24,854
| -40% | -$828K | 0.02% | 629 |
|
|
2014
Q1 | $1.75M | Buy |
62,898
+1,568
| +3% | +$43.5K | 0.03% | 566 |
|
|
2013
Q4 | $1.49M | Buy |
61,330
+18,427
| +43% | +$448K | 0.03% | 603 |
|
|
2013
Q3 | $813K | Hold |
42,903
| – | – | 0.02% | 663 |
|
|
2013
Q2 | $697K | Buy |
+42,903
| New | +$697K | 0.01% | 673 |
|