Carl Domino’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-16,165
| Closed | -$500K | – | 116 |
|
|
2017
Q2 | $500K | Hold |
16,165
| – | – | 0.58% | 55 |
|
|
2017
Q1 | $376K | Sell |
16,165
-2,070
| -11% | -$48.1K | 0.41% | 67 |
|
|
2016
Q4 | $419K | Sell |
18,235
-34,920
| -66% | -$802K | 0.45% | 60 |
|
|
2016
Q3 | $1.2M | Buy |
53,155
+12,045
| +29% | +$273K | 1.14% | 47 |
|
|
2016
Q2 | $946K | Sell |
41,110
-930
| -2% | -$21.4K | 0.89% | 52 |
|
|
2016
Q1 | $1.11M | Buy |
+42,040
| New | +$1.11M | 1.02% | 45 |
|