Schwerin Boyle Capital 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 |
-296,440
| Closed | -$2.85M | – | 57 |
|
|
2019
Q2 | $2.85M | Hold |
296,440
| – | – | 0.3% | 46 |
|
|
2019
Q1 | $2.93M | Hold |
296,440
| – | – | 0.32% | 46 |
|
|
2018
Q4 | $3.48M | Sell |
296,440
-60,000
| -17% | -$704K | 0.44% | 44 |
|
|
2018
Q3 | $4.15M | Hold |
356,440
| – | – | 0.44% | 48 |
|
|
2018
Q2 | $2.88M | Hold |
356,440
| – | – | 0.32% | 52 |
|
|
2018
Q1 | $3.6M | Hold |
356,440
| – | – | 0.4% | 51 |
|
|
2017
Q4 | $3.92M | Buy |
356,440
+44,560
| +14% | +$490K | 0.43% | 47 |
|
|
2017
Q3 | $4.49M | Hold |
311,880
| – | – | 0.51% | 47 |
|
|
2017
Q2 | $4.04M | Hold |
311,880
| – | – | 0.47% | 48 |
|
|
2017
Q1 | $4.44M | Hold |
311,880
| – | – | 0.54% | 45 |
|
|
2016
Q4 | $4.18M | Sell |
311,880
-154,604
| -33% | -$2.07M | 0.52% | 46 |
|
|
2016
Q3 | $5.96M | Hold |
466,484
| – | – | 0.83% | 37 |
|
|
2016
Q2 | $6.21M | Buy |
466,484
+214,285
| +85% | +$2.85M | 0.89% | 34 |
|
|
2016
Q1 | $4.94M | Buy |
252,199
+97,604
| +63% | +$1.91M | 0.69% | 40 |
|
|
2015
Q4 | $3.68M | Hold |
154,595
| – | – | 0.51% | 47 |
|
|
2015
Q3 | $3.6M | Buy |
+154,595
| New | +$3.6M | 0.52% | 46 |
|