United Capital Financial Advisors’s Liberty Tax, Inc. Class A TAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $186K | Hold |
|
|||||
|
2018
Q2 | $129K | Hold |
|
|||||
|
2018
Q1 | $161K | Hold |
|
|||||
|
2017
Q4 | $176K | Hold |
|
|||||
|
2017
Q3 | $230K | Hold |
|
|||||
|
2017
Q2 | $207K | Sell |
|
|||||
|
2017
Q1 | $256K | Hold |
|
|||||
|
2016
Q4 | $241K | Sell |
|
|||||
|
2016
Q3 | $255K | Hold |
|
|||||
|
2016
Q2 | $260K | Hold |
|
|||||
|
2016
Q1 | $391K | Hold |
|
|||||
|
2015
Q4 | $476K | Hold |
|
|||||
|
2015
Q3 | $465K | Hold |
|
|||||
|
2015
Q2 | $494K | Hold |
|
|||||
|
2015
Q1 | $553K | Sell |
|
|||||
|
2014
Q4 | $728K | Hold |
|
|||||
|
2014
Q3 | $658K | Sell |
|
|||||
|
2014
Q2 | $700K | Hold |
|
|||||
|
2014
Q1 | $583K | Hold |
|
|||||
|
2013
Q4 | $510K | Hold |
|
|||||
|
2013
Q3 | $398K | Sell |
|
|||||
|
2013
Q2 | $358K | Buy |
|