Morgan Stanley’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 |
-73,397
| Closed | -$593K | – | 6968 |
|
|
2018
Q2 | $593K | Sell |
73,397
-21,476
| -23% | -$174K | ﹤0.01% | 4983 |
|
|
2018
Q1 | $958K | Sell |
94,873
-10,882
| -10% | -$110K | ﹤0.01% | 4573 |
|
|
2017
Q4 | $1.16M | Buy |
105,755
+2,101
| +2% | +$23.1K | ﹤0.01% | 4440 |
|
|
2017
Q3 | $1.49M | Sell |
103,654
-17,157
| -14% | -$247K | ﹤0.01% | 4140 |
|
|
2017
Q2 | $1.56M | Sell |
120,811
-21,280
| -15% | -$275K | ﹤0.01% | 4010 |
|
|
2017
Q1 | $2.03M | Sell |
142,091
-20,418
| -13% | -$291K | ﹤0.01% | 3799 |
|
|
2016
Q4 | $2.18M | Buy |
162,509
+76,820
| +90% | +$1.03M | ﹤0.01% | 3857 |
|
|
2016
Q3 | $1.1M | Buy |
85,689
+33,097
| +63% | +$423K | ﹤0.01% | 3964 |
|
|
2016
Q2 | $701K | Buy |
52,592
+36,311
| +223% | +$484K | ﹤0.01% | 4227 |
|
|
2016
Q1 | $319K | Buy |
16,281
+15,220
| +1,434% | +$298K | ﹤0.01% | 4695 |
|
|
2015
Q4 | $25K | Buy |
1,061
+688
| +184% | +$16.2K | ﹤0.01% | 5973 |
|
|
2015
Q3 | $9K | Buy |
373
+310
| +492% | +$7.48K | ﹤0.01% | 6273 |
|
|
2015
Q2 | $2K | Sell |
63
-12,940
| -100% | -$411K | ﹤0.01% | 6529 |
|
|
2015
Q1 | $362K | Buy |
13,003
+12,085
| +1,316% | +$336K | ﹤0.01% | 4864 |
|
|
2014
Q4 | $33K | Sell |
918
-23,960
| -96% | -$861K | ﹤0.01% | 5933 |
|
|
2014
Q3 | $803K | Buy |
24,878
+14,035
| +129% | +$453K | ﹤0.01% | 4236 |
|
|
2014
Q2 | $362K | Buy |
10,843
+10,769
| +14,553% | +$360K | ﹤0.01% | 4812 |
|
|
2014
Q1 | $2K | Sell |
74
-53
| -42% | -$1.43K | ﹤0.01% | 6365 |
|
|
2013
Q4 | $3K | Buy |
+127
| New | +$3K | ﹤0.01% | 6231 |
|