Analytic Investors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-106,964
| Closed | -$2.46M | – | 629 |
|
|
2016
Q2 | $2.46M | Sell |
106,964
-114,816
| -52% | -$2.64M | 0.03% | 253 |
|
|
2016
Q1 | $5.86M | Buy |
+221,780
| New | +$5.86M | 0.07% | 188 |
|
|
2015
Q3 | – | Sell |
-66,554
| Closed | -$1.97M | – | 593 |
|
|
2015
Q2 | $1.97M | Sell |
66,554
-45,783
| -41% | -$1.36M | 0.03% | 280 |
|
|
2015
Q1 | $3.6M | Buy |
+112,337
| New | +$3.6M | 0.05% | 195 |
|