Kovack Advisors’s Liberty Tax, Inc. Class A TAX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-42,700
Closed -$410K 540
2019
Q2
$410K Sell
42,700
-3,200
-7% -$30.7K 0.09% 244
2019
Q1
$454K Sell
45,900
-1,000
-2% -$9.89K 0.11% 211
2018
Q4
$550K Hold
46,900
0.16% 155
2018
Q3
$546K Sell
46,900
-2,000
-4% -$18.1K 0.14% 182
2018
Q2
$395K Buy
48,900
+900
+2% +$8.93K 0.11% 219
2018
Q1
$485K Buy
+48,000
New +$483K 0.12% 195

Other funds holding TAX

Kovack Advisors's TAX Position: Q3 2019 in Review

Kovack Advisors sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2019, closing a stake of 42,700 shares — an estimated $410K sold.

Kovack Advisors first reported a position in TAX in Q1 2018 and held it in 6 quarters. The position peaked at $550K in Q4 2018. 1 fund tracked by Wall St. Rank holds TAX as of Q3 2019.

  • Kovack Advisors reported no remaining Liberty Tax, Inc. Class A position as of Q3 2019 after selling out during the quarter.
  • Kovack Advisors sold 42,700 Liberty Tax, Inc. Class A shares in Q3 2019, an estimated $410K.
  • Kovack Advisors first reported a position in Liberty Tax, Inc. Class A in Q1 2018 and held it in 6 quarters.
  • Kovack Advisors's Liberty Tax, Inc. Class A position peaked at $550K in Q4 2018.
  • 1 fund tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2019.

Based on Kovack Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.