UBS Group’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 |
-75
| Closed | -$1K | – | 7426 |
|
|
2018
Q2 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 6978 |
|
|
2018
Q1 | – | Sell |
-1,404
| Closed | -$15K | – | 7270 |
|
|
2017
Q4 | $15K | Buy |
1,404
+908
| +183% | +$9.7K | ﹤0.01% | 5812 |
|
|
2017
Q3 | $7K | Buy |
+496
| New | +$7K | ﹤0.01% | 6193 |
|
|
2017
Q2 | – | Sell |
-217
| Closed | -$3K | – | 7058 |
|
|
2017
Q1 | $3K | Sell |
217
-1,181
| -84% | -$16.3K | ﹤0.01% | 6308 |
|
|
2016
Q4 | $19K | Buy |
1,398
+1,030
| +280% | +$14K | ﹤0.01% | 5615 |
|
|
2016
Q3 | $5K | Sell |
368
-625
| -63% | -$8.49K | ﹤0.01% | 6225 |
|
|
2016
Q2 | $13K | Sell |
993
-221
| -18% | -$2.89K | ﹤0.01% | 5761 |
|
|
2016
Q1 | $24K | Buy |
1,214
+1,062
| +699% | +$21K | ﹤0.01% | 5253 |
|
|
2015
Q4 | $4K | Buy |
+152
| New | +$4K | ﹤0.01% | 6419 |
|
|
2015
Q3 | – | Sell |
-578
| Closed | -$14K | – | 7067 |
|
|
2015
Q2 | $14K | Sell |
578
-422
| -42% | -$10.2K | ﹤0.01% | 5776 |
|
|
2015
Q1 | $28K | Sell |
1,000
-945
| -49% | -$26.5K | ﹤0.01% | 5118 |
|
|
2014
Q4 | $69K | Buy |
+1,945
| New | +$69K | ﹤0.01% | 4469 |
|