Beck Capital Management’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
Q2 | – | Sell |
-10,590
| Closed | -$280K | – | 116 |
|
|
2016
Q1 | $280K | Sell |
10,590
-350
| -3% | -$9.25K | 0.19% | 76 |
|
|
2015
Q4 | $364K | Hold |
10,940
| – | – | 0.21% | 86 |
|
|
2015
Q3 | $384K | Sell |
10,940
-225
| -2% | -$7.9K | 0.27% | 74 |
|
|
2015
Q2 | $331K | Hold |
11,165
| – | – | 0.18% | 106 |
|
|
2015
Q1 | $358K | Sell |
11,165
-1,575
| -12% | -$50.5K | 0.2% | 100 |
|
|
2014
Q4 | $429K | Sell |
12,740
-225
| -2% | -$7.58K | 0.25% | 94 |
|
|
2014
Q3 | $375K | Sell |
12,965
-1,200
| -8% | -$34.7K | 0.26% | 103 |
|
|
2014
Q2 | $475K | Sell |
14,165
-125
| -0.9% | -$4.19K | 0.32% | 94 |
|
|
2014
Q1 | $441K | Sell |
14,290
-350
| -2% | -$10.8K | 0.34% | 96 |
|
|
2013
Q4 | $426K | Buy |
+14,640
| New | +$426K | 0.34% | 89 |
|