Martingale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-22,829
| Closed | -$185K | – | 1053 |
|
|
2018
Q2 | $185K | Sell |
22,829
-44,003
| -66% | -$357K | ﹤0.01% | 961 |
|
|
2018
Q1 | $676K | Sell |
66,832
-18,604
| -22% | -$188K | 0.01% | 791 |
|
|
2017
Q4 | $940K | Buy |
85,436
+52,025
| +156% | +$572K | 0.01% | 713 |
|
|
2017
Q3 | $482K | Buy |
+33,411
| New | +$482K | 0.01% | 843 |
|
|
2015
Q1 | – | Sell |
-5,702
| Closed | -$204K | – | 928 |
|
|
2014
Q4 | $204K | Buy |
+5,702
| New | +$204K | 0.01% | 821 |
|