Nationwide Fund Advisors’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 |
-18,704
| Closed | -$269K | – | 2934 |
|
|
2017
Q3 | $269K | Buy |
18,704
+13,500
| +259% | +$194K | ﹤0.01% | 2491 |
|
|
2017
Q2 | $67K | Hold |
5,204
| – | – | ﹤0.01% | 3025 |
|
|
2017
Q1 | $74K | Buy |
5,204
+1,516
| +41% | +$21.6K | ﹤0.01% | 2914 |
|
|
2016
Q4 | $49K | Hold |
3,688
| – | – | ﹤0.01% | 3004 |
|
|
2016
Q3 | $47K | Hold |
3,688
| – | – | ﹤0.01% | 3059 |
|
|
2016
Q2 | $49K | Hold |
3,688
| – | – | ﹤0.01% | 3077 |
|
|
2016
Q1 | $72K | Hold |
3,688
| – | – | ﹤0.01% | 2916 |
|
|
2015
Q4 | $88K | Hold |
3,688
| – | – | ﹤0.01% | 2891 |
|
|
2015
Q3 | $86K | Hold |
3,688
| – | – | ﹤0.01% | 2939 |
|
|
2015
Q2 | $91K | Buy |
3,688
+977
| +36% | +$24.1K | ﹤0.01% | 3036 |
|
|
2015
Q1 | $75K | Sell |
2,711
-175
| -6% | -$4.84K | ﹤0.01% | 3030 |
|
|
2014
Q4 | $103K | Hold |
2,886
| – | – | ﹤0.01% | 2900 |
|
|
2014
Q3 | $93K | Sell |
2,886
-229
| -7% | -$7.38K | ﹤0.01% | 3011 |
|
|
2014
Q2 | $104K | Sell |
3,115
-438
| -12% | -$14.6K | ﹤0.01% | 3016 |
|
|
2014
Q1 | $99K | Hold |
3,553
| – | – | ﹤0.01% | 2740 |
|
|
2013
Q4 | $86K | Hold |
3,553
| – | – | ﹤0.01% | 2990 |
|
|
2013
Q3 | $67K | Buy |
3,553
+2,138
| +151% | +$40.3K | ﹤0.01% | 3020 |
|
|
2013
Q2 | $23K | Buy |
+1,415
| New | +$23K | ﹤0.01% | 3075 |
|