O'Shaughnessy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-17,901
| Closed | -$258K | – | 1044 |
|
|
2017
Q3 | $258K | Buy |
17,901
+9,183
| +105% | +$132K | 0.01% | 478 |
|
|
2017
Q2 | $113K | Buy |
8,718
+5,676
| +187% | +$73.6K | ﹤0.01% | 617 |
|
|
2017
Q1 | $43K | Buy |
+3,042
| New | +$43K | ﹤0.01% | 703 |
|
|
2015
Q3 | – | Sell |
-234
| Closed | -$6K | – | 1053 |
|
|
2015
Q2 | $6K | Sell |
234
-56
| -19% | -$1.44K | ﹤0.01% | 822 |
|
|
2015
Q1 | $8K | Sell |
290
-156
| -35% | -$4.3K | ﹤0.01% | 774 |
|
|
2014
Q4 | $16K | Sell |
446
-185
| -29% | -$6.64K | ﹤0.01% | 747 |
|
|
2014
Q3 | $20K | Buy |
631
+127
| +25% | +$4.03K | ﹤0.01% | 693 |
|
|
2014
Q2 | $17K | Buy |
504
+20
| +4% | +$675 | ﹤0.01% | 714 |
|
|
2014
Q1 | $13K | Buy |
484
+231
| +91% | +$6.21K | ﹤0.01% | 740 |
|
|
2013
Q4 | $6K | Buy |
+253
| New | +$6K | ﹤0.01% | 823 |
|