United Capital Financial 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
Q4 | – | Sell |
-15,970
| Closed | -$186K | – | 1408 |
|
|
2018
Q3 | $186K | Hold |
15,970
| – | – | ﹤0.01% | 1262 |
|
|
2018
Q2 | $129K | Hold |
15,970
| – | – | ﹤0.01% | 1259 |
|
|
2018
Q1 | $161K | Hold |
15,970
| – | – | ﹤0.01% | 1252 |
|
|
2017
Q4 | $176K | Hold |
15,970
| – | – | ﹤0.01% | 1253 |
|
|
2017
Q3 | $230K | Hold |
15,970
| – | – | ﹤0.01% | 1200 |
|
|
2017
Q2 | $207K | Sell |
15,970
-2,000
| -11% | -$25.9K | ﹤0.01% | 1197 |
|
|
2017
Q1 | $256K | Hold |
17,970
| – | – | ﹤0.01% | 1101 |
|
|
2016
Q4 | $241K | Sell |
17,970
-2,000
| -10% | -$26.8K | ﹤0.01% | 1117 |
|
|
2016
Q3 | $255K | Hold |
19,970
| – | – | ﹤0.01% | 1120 |
|
|
2016
Q2 | $260K | Hold |
19,970
| – | – | ﹤0.01% | 1084 |
|
|
2016
Q1 | $391K | Hold |
19,970
| – | – | ﹤0.01% | 942 |
|
|
2015
Q4 | $476K | Hold |
19,970
| – | – | 0.01% | 899 |
|
|
2015
Q3 | $465K | Hold |
19,970
| – | – | 0.01% | 917 |
|
|
2015
Q2 | $494K | Hold |
19,970
| – | – | 0.01% | 927 |
|
|
2015
Q1 | $553K | Sell |
19,970
-400
| -2% | -$11.1K | 0.01% | 866 |
|
|
2014
Q4 | $728K | Hold |
20,370
| – | – | 0.01% | 716 |
|
|
2014
Q3 | $658K | Sell |
20,370
-630
| -3% | -$20.4K | 0.01% | 716 |
|
|
2014
Q2 | $700K | Hold |
21,000
| – | – | 0.01% | 631 |
|
|
2014
Q1 | $583K | Hold |
21,000
| – | – | 0.01% | 606 |
|
|
2013
Q4 | $510K | Hold |
21,000
| – | – | 0.02% | 432 |
|
|
2013
Q3 | $398K | Sell |
21,000
-1,000
| -5% | -$19K | 0.01% | 497 |
|
|
2013
Q2 | $358K | Buy |
+22,000
| New | +$358K | 0.01% | 566 |
|