Seizert Capital Partners’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 |
-60,598
| Closed | -$612K | – | 261 |
|
|
2018
Q2 | $612K | Hold |
60,598
| – | – | 0.02% | 147 |
|
|
2018
Q1 | $612K | Hold |
60,598
| – | – | 0.02% | 147 |
|
|
2017
Q4 | $667K | Buy |
60,598
+3,991
| +7% | +$43.9K | 0.02% | 135 |
|
|
2017
Q3 | $815K | Buy |
56,607
+23,286
| +70% | +$335K | 0.03% | 138 |
|
|
2017
Q2 | $432K | Buy |
33,321
+1,637
| +5% | +$21.2K | 0.02% | 169 |
|
|
2017
Q1 | $451K | Hold |
31,684
| – | – | 0.02% | 169 |
|
|
2016
Q4 | $425K | Buy |
+31,684
| New | +$425K | 0.02% | 183 |
|