Atria Investments’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,754
| Closed | -$258K | – | 844 |
|
|
2017
Q3 | $258K | Sell |
9,754
-165
| -2% | -$4.36K | 0.01% | 650 |
|
|
2017
Q2 | $307K | Buy |
9,919
+1,214
| +14% | +$37.6K | 0.02% | 553 |
|
|
2017
Q1 | $202K | Buy |
+8,705
| New | +$202K | 0.01% | 652 |
|
|
2015
Q3 | – | Sell |
-25,839
| Closed | -$766K | – | 376 |
|
|
2015
Q2 | $766K | Sell |
25,839
-3,749
| -13% | -$111K | 0.09% | 169 |
|
|
2015
Q1 | $949K | Buy |
29,588
+6,366
| +27% | +$204K | 0.11% | 158 |
|
|
2014
Q4 | $782K | Buy |
23,222
+2,384
| +11% | +$80.3K | 0.08% | 196 |
|
|
2014
Q3 | $646K | Buy |
20,838
+2,394
| +13% | +$74.2K | 0.07% | 246 |
|
|
2014
Q2 | $618K | Buy |
18,444
+1,429
| +8% | +$47.9K | 0.06% | 245 |
|
|
2014
Q1 | $514K | Buy |
17,015
+4,327
| +34% | +$131K | 0.05% | 287 |
|
|
2013
Q4 | $368K | Buy |
12,688
+1,992
| +19% | +$57.8K | 0.04% | 339 |
|
|
2013
Q3 | $285K | Buy |
10,696
+2,026
| +23% | +$54K | 0.03% | 375 |
|
|
2013
Q2 | $241K | Buy |
+8,670
| New | +$241K | 0.03% | 356 |
|