Spark Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-64,700
| Closed | -$522K | – | 809 |
|
|
2018
Q2 | $522K | Buy |
64,700
+5,200
| +9% | +$42K | 0.03% | 437 |
|
|
2018
Q1 | $600K | Buy |
59,500
+4,300
| +8% | +$43.4K | 0.04% | 385 |
|
|
2017
Q4 | $607K | Buy |
55,200
+9,000
| +19% | +$99K | 0.03% | 422 |
|
|
2017
Q3 | $665K | Sell |
46,200
-15,700
| -25% | -$226K | 0.04% | 450 |
|
|
2017
Q2 | $801K | Buy |
+61,900
| New | +$801K | 0.05% | 430 |
|
|
2014
Q4 | – | Sell |
-7,100
| Closed | -$229K | – | 859 |
|
|
2014
Q3 | $229K | Buy |
+7,100
| New | +$229K | 0.03% | 491 |
|