Cypress Capital Group’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-12,670
| Closed | -$406K | – | 203 |
|
|
2015
Q1 | $406K | Buy |
12,670
+858
| +7% | +$27.5K | 0.09% | 159 |
|
|
2014
Q4 | $398K | Buy |
11,812
+692
| +6% | +$23.3K | 0.09% | 155 |
|
|
2014
Q3 | $345K | Buy |
+11,120
| New | +$345K | 0.08% | 158 |
|
|
2014
Q1 | – | Sell |
-13,671
| Closed | -$397K | – | 216 |
|
|
2013
Q4 | $397K | Buy |
+13,671
| New | +$397K | 0.1% | 139 |
|