Cadence Capital Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $522K | Buy |
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|
2020
Q1 | $513K | Buy |
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|
2019
Q4 | $847K | Buy |
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|
2019
Q3 | $215K | Buy |
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|
2019
Q2 | $266K | Sell |
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|
2019
Q1 | $277K | Sell |
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|
2018
Q4 | $303K | Sell |
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|
2018
Q3 | $694K | Sell |
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|
2018
Q2 | $646K | Buy |
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|
2018
Q1 | $694K | Sell |
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|
2017
Q4 | $771K | Sell |
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|
2017
Q3 | $785K | Buy |
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|
2017
Q2 | $785K | Sell |
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|
2017
Q1 | $598K | Sell |
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|
2016
Q4 | $645K | Buy |
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|
2016
Q3 | $638K | Sell |
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|
2016
Q2 | $702K | Sell |
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|
2016
Q1 | $1.04M | Sell |
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|
2015
Q4 | $1.31M | Buy |
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|
2015
Q3 | $1.26M | Sell |
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|
2015
Q2 | $1.37M | Buy |
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|
2015
Q1 | $1.27M | Sell |
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|
2014
Q4 | $1.4M | Sell |
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|
2014
Q3 | $1.32M | Buy |
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|
2014
Q2 | $1.2M | Sell |
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|
2014
Q1 | $1.96M | Sell |
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|
2013
Q4 | $2.24M | Sell |
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|
2013
Q3 | $2.21M | Buy |
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