Calamos Advisors’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
Q1 | – | Sell |
-6,900
| Closed | -$230K | – | 630 |
|
2015
Q4 | $230K | Hold |
6,900
| – | – | ﹤0.01% | 617 |
|
2015
Q3 | $250K | Buy |
+6,900
| New | +$250K | ﹤0.01% | 634 |
|
2014
Q1 | – | Sell |
-87,832
| Closed | -$2.55M | – | 619 |
|
2013
Q4 | $2.55M | Buy |
+87,832
| New | +$2.55M | 0.02% | 398 |
|