Bessemer Securities’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-90,872
| Closed | -$1.28M | – | 95 |
|
|
2020
Q1 | $1.28M | Hold |
90,872
| – | – | 0.63% | 30 |
|
|
2019
Q4 | $2.13M | Sell |
90,872
-800
| -0.9% | -$18.8K | 0.83% | 21 |
|
|
2019
Q3 | $2.17M | Sell |
91,672
-400
| -0.4% | -$9.45K | 0.9% | 18 |
|
|
2019
Q2 | $2.7M | Hold |
92,072
| – | – | 1.13% | 11 |
|
|
2019
Q1 | $2.2M | Sell |
92,072
-171
| -0.2% | -$4.09K | 0.75% | 22 |
|
|
2018
Q4 | $2.34M | Buy |
+92,243
| New | +$2.34M | 0.88% | 19 |
|