Panagora 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
Q3 | – | Sell |
-3,778
| Closed | -$36K | – | 2819 |
|
|
2019
Q2 | $36K | Sell |
3,778
-3,764
| -50% | -$35.9K | ﹤0.01% | 2164 |
|
|
2019
Q1 | $75K | Hold |
7,542
| – | – | ﹤0.01% | 1955 |
|
|
2018
Q4 | $88K | Buy |
7,542
+2,015
| +36% | +$23.5K | ﹤0.01% | 1841 |
|
|
2018
Q3 | $64K | Buy |
5,527
+2,096
| +61% | +$24.3K | ﹤0.01% | 1977 |
|
|
2018
Q2 | $28K | Sell |
3,431
-16,319
| -83% | -$133K | ﹤0.01% | 2149 |
|
|
2018
Q1 | $199K | Buy |
19,750
+1,225
| +7% | +$12.3K | ﹤0.01% | 1675 |
|
|
2017
Q4 | $204K | Buy |
18,525
+10,405
| +128% | +$115K | ﹤0.01% | 1667 |
|
|
2017
Q3 | $117K | Hold |
8,120
| – | – | ﹤0.01% | 1855 |
|
|
2017
Q2 | $105K | Buy |
+8,120
| New | +$105K | ﹤0.01% | 1861 |
|