Bredin Investment’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,000
| Closed | -$227K | – | 77 |
|
|
2019
Q2 | $227K | Buy |
+8,000
| New | +$227K | 0.2% | 76 |
|
|
2019
Q1 | – | Sell |
-8,000
| Closed | -$203K | – | 76 |
|
|
2018
Q4 | $203K | Hold |
8,000
| – | – | 0.19% | 76 |
|
|
2018
Q3 | $206K | Buy |
+8,000
| New | +$206K | 0.17% | 76 |
|
|
2018
Q2 | – | Sell |
-8,000
| Closed | -$203K | – | 78 |
|
|
2018
Q1 | $203K | Hold |
8,000
| – | – | 0.18% | 75 |
|
|
2017
Q4 | $214K | Buy |
+8,000
| New | +$214K | 0.17% | 76 |
|