Wells Fargo’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 |
-414,807
| Closed | -$3.35M | – | 6230 |
|
|
2018
Q2 | $3.35M | Sell |
414,807
-3,460
| -0.8% | -$27.9K | ﹤0.01% | 3004 |
|
|
2018
Q1 | $4.22M | Buy |
418,267
+1,615
| +0.4% | +$16.3K | ﹤0.01% | 2743 |
|
|
2017
Q4 | $4.58M | Sell |
416,652
-19,031
| -4% | -$209K | ﹤0.01% | 2635 |
|
|
2017
Q3 | $6.27M | Sell |
435,683
-13,400
| -3% | -$193K | ﹤0.01% | 2324 |
|
|
2017
Q2 | $5.82M | Sell |
449,083
-21,995
| -5% | -$285K | ﹤0.01% | 2311 |
|
|
2017
Q1 | $6.71M | Sell |
471,078
-29,385
| -6% | -$419K | ﹤0.01% | 2182 |
|
|
2016
Q4 | $6.71M | Sell |
500,463
-31,505
| -6% | -$422K | ﹤0.01% | 2148 |
|
|
2016
Q3 | $6.8M | Sell |
531,968
-10,833
| -2% | -$138K | ﹤0.01% | 2031 |
|
|
2016
Q2 | $7.23M | Buy |
542,801
+791
| +0.1% | +$10.5K | ﹤0.01% | 2049 |
|
|
2016
Q1 | $10.6M | Buy |
542,010
+23,183
| +4% | +$454K | ﹤0.01% | 1747 |
|
|
2015
Q4 | $12.4M | Sell |
518,827
-10,811
| -2% | -$258K | ﹤0.01% | 1645 |
|
|
2015
Q3 | $12.3M | Buy |
529,638
+30,181
| +6% | +$703K | 0.01% | 1640 |
|
|
2015
Q2 | $12.4M | Buy |
499,457
+7,088
| +1% | +$175K | ﹤0.01% | 1733 |
|
|
2015
Q1 | $13.7M | Buy |
492,369
+284,680
| +137% | +$7.92M | 0.01% | 1605 |
|
|
2014
Q4 | $7.42M | Sell |
207,689
-96,789
| -32% | -$3.46M | ﹤0.01% | 2033 |
|
|
2014
Q3 | $9.84M | Sell |
304,478
-3,430
| -1% | -$111K | ﹤0.01% | 1796 |
|
|
2014
Q2 | $10.3M | Sell |
307,908
-33,892
| -10% | -$1.13M | ﹤0.01% | 1794 |
|
|
2014
Q1 | $9.41M | Buy |
+341,800
| New | +$9.41M | ﹤0.01% | 1838 |
|