Teachers Advisors’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
Q1 | – | Sell |
-8,071
| Closed | -$89K | – | 3069 |
|
|
2017
Q4 | $89K | Hold |
8,071
| – | – | ﹤0.01% | 3010 |
|
|
2017
Q3 | $116K | Sell |
8,071
-1,774
| -18% | -$25.5K | ﹤0.01% | 3027 |
|
|
2017
Q2 | $127K | Sell |
9,845
-103
| -1% | -$1.33K | ﹤0.01% | 3056 |
|
|
2017
Q1 | $142K | Hold |
9,948
| – | – | ﹤0.01% | 2933 |
|
|
2016
Q4 | $133K | Hold |
9,948
| – | – | ﹤0.01% | 2975 |
|
|
2016
Q3 | $127K | Buy |
9,948
+2,179
| +28% | +$27.8K | ﹤0.01% | 2981 |
|
|
2016
Q2 | $103K | Hold |
7,769
| – | – | ﹤0.01% | 3038 |
|
|
2016
Q1 | $152K | Hold |
7,769
| – | – | ﹤0.01% | 2865 |
|
|
2015
Q4 | $185K | Hold |
7,769
| – | – | ﹤0.01% | 2890 |
|
|
2015
Q3 | $181K | Hold |
7,769
| – | – | ﹤0.01% | 2906 |
|
|
2015
Q2 | $192K | Buy |
7,769
+1,973
| +34% | +$48.8K | ﹤0.01% | 2981 |
|
|
2015
Q1 | $161K | Hold |
5,796
| – | – | ﹤0.01% | 2943 |
|
|
2014
Q4 | $207K | Hold |
5,796
| – | – | ﹤0.01% | 2883 |
|
|
2014
Q3 | $187K | Buy |
+5,796
| New | +$187K | ﹤0.01% | 2919 |
|
|
2014
Q2 | – | Sell |
-5,937
| Closed | -$165K | – | 3213 |
|
|
2014
Q1 | $165K | Hold |
5,937
| – | – | ﹤0.01% | 2938 |
|
|
2013
Q4 | $144K | Hold |
5,937
| – | – | ﹤0.01% | 2967 |
|
|
2013
Q3 | $113K | Sell |
5,937
-37
| -0.6% | -$704 | ﹤0.01% | 2986 |
|
|
2013
Q2 | $97K | Buy |
+5,974
| New | +$97K | ﹤0.01% | 2995 |
|