Atherton Lane Advisers’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $240K | Sell |
7,205
-185
| -3% | -$6.16K | 0.01% | 204 |
|
|
2015
Q3 | $268K | Hold |
7,390
| – | – | 0.02% | 195 |
|
|
2015
Q2 | $219K | Sell |
7,390
-17,940
| -71% | -$532K | 0.01% | 217 |
|
|
2015
Q1 | $812K | Sell |
25,330
-255
| -1% | -$8.17K | 0.04% | 140 |
|
|
2014
Q4 | $862K | Sell |
25,585
-410
| -2% | -$13.8K | 0.05% | 138 |
|
|
2014
Q3 | $806K | Buy |
25,995
+3,580
| +16% | +$111K | 0.05% | 148 |
|
|
2014
Q2 | $751K | Buy |
+22,415
| New | +$751K | 0.04% | 149 |
|