LSV Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,800
| Closed | -$104K | – | 988 |
|
|
2019
Q3 | $104K | Hold |
8,800
| – | – | ﹤0.01% | 897 |
|
|
2019
Q2 | $84K | Hold |
8,800
| – | – | ﹤0.01% | 913 |
|
|
2019
Q1 | $87K | Sell |
8,800
-52,300
| -86% | -$517K | ﹤0.01% | 913 |
|
|
2018
Q4 | $716K | Sell |
61,100
-132,298
| -68% | -$1.55M | ﹤0.01% | 812 |
|
|
2018
Q3 | $2.25M | Hold |
193,398
| – | – | ﹤0.01% | 705 |
|
|
2018
Q2 | $1.56M | Sell |
193,398
-14,400
| -7% | -$116K | ﹤0.01% | 764 |
|
|
2018
Q1 | $2.1M | Buy |
207,798
+14,400
| +7% | +$145K | ﹤0.01% | 713 |
|
|
2017
Q4 | $2.13M | Hold |
193,398
| – | – | ﹤0.01% | 708 |
|
|
2017
Q3 | $2.78M | Hold |
193,398
| – | – | ﹤0.01% | 680 |
|
|
2017
Q2 | $2.5M | Hold |
193,398
| – | – | ﹤0.01% | 683 |
|
|
2017
Q1 | $2.76M | Buy |
193,398
+15,298
| +9% | +$218K | 0.01% | 661 |
|
|
2016
Q4 | $2.39M | Buy |
178,100
+123,700
| +227% | +$1.66M | ﹤0.01% | 683 |
|
|
2016
Q3 | $695K | Buy |
+54,400
| New | +$695K | ﹤0.01% | 819 |
|