Capstone Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $597K | Sell |
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|
2017
Q1 | $460K | Sell |
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|
2016
Q4 | $479K | Sell |
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|
2016
Q3 | $490K | Sell |
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|
2016
Q2 | $503K | Sell |
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|
2016
Q1 | $593K | Sell |
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|
2015
Q4 | $767K | Buy |
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|
2015
Q3 | $828K | Buy |
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|
2015
Q2 | $634K | Buy |
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|
2015
Q1 | $613K | Buy |
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|
2014
Q4 | $617K | Buy |
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|
2014
Q3 | $513K | Buy |
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|
2014
Q2 | $547K | Sell |
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|
2014
Q1 | $629K | Sell |
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|
2013
Q4 | $693K | Sell |
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|
2013
Q3 | $1.15M | Sell |
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|
2013
Q2 | $1.24M | Buy |
|