Amica Mutual Insurance’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,055
| Closed | -$177K | – | 362 |
|
|
2019
Q2 | $177K | Sell |
6,055
-2,854
| -32% | -$83.4K | 0.02% | 364 |
|
|
2019
Q1 | $213K | Hold |
8,909
| – | – | 0.03% | 344 |
|
|
2018
Q4 | $226K | Hold |
8,909
| – | – | 0.03% | 340 |
|
|
2018
Q3 | $229K | Hold |
8,909
| – | – | 0.02% | 332 |
|
|
2018
Q2 | $203K | Hold |
8,909
| – | – | 0.02% | 340 |
|
|
2018
Q1 | $226K | Hold |
8,909
| – | – | 0.03% | 343 |
|
|
2017
Q4 | $234K | Sell |
8,909
-8,474
| -49% | -$223K | 0.02% | 340 |
|
|
2017
Q3 | $460K | Hold |
17,383
| – | – | 0.04% | 342 |
|
|
2017
Q2 | $537K | Hold |
17,383
| – | – | 0.05% | 315 |
|
|
2017
Q1 | $404K | Hold |
17,383
| – | – | 0.04% | 344 |
|
|
2016
Q4 | $400K | Hold |
17,383
| – | – | 0.04% | 371 |
|
|
2016
Q3 | $402K | Hold |
17,383
| – | – | 0.04% | 354 |
|
|
2016
Q2 | $400K | Hold |
17,383
| – | – | 0.04% | 349 |
|
|
2016
Q1 | $459K | Hold |
17,383
| – | – | 0.04% | 331 |
|
|
2015
Q4 | $579K | Buy |
+17,383
| New | +$579K | 0.05% | 314 |
|