E. Ohman J:or Asset Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-6,500
| Closed | -$148K | – | 368 |
|
2018
Q2 | $148K | Buy |
6,500
+3,200
| +97% | +$72.9K | 0.01% | 365 |
|
2018
Q1 | $83.9K | Hold |
3,300
| – | – | 0.01% | 552 |
|
2017
Q4 | $86.5K | Hold |
3,300
| – | – | 0.01% | 552 |
|
2017
Q3 | $87.4K | Hold |
3,300
| – | – | 0.01% | 542 |
|
2017
Q2 | $102K | Hold |
3,300
| – | – | 0.01% | 539 |
|
2017
Q1 | $76.7K | Hold |
3,300
| – | – | 0.01% | 539 |
|
2016
Q4 | $75.9K | Hold |
3,300
| – | – | 0.01% | 542 |
|
2016
Q3 | $76.4K | Hold |
3,300
| – | – | 0.01% | 524 |
|
2016
Q2 | $75.9K | Hold |
3,300
| – | – | 0.01% | 517 |
|
2016
Q1 | $87.2K | Hold |
3,300
| – | – | 0.02% | 498 |
|
2015
Q4 | $110K | Hold |
3,300
| – | – | 0.02% | 470 |
|
2015
Q3 | $119K | Sell |
3,300
-4,200
| -56% | -$152K | 0.03% | 443 |
|
2015
Q2 | $222K | Hold |
7,500
| – | – | 0.05% | 330 |
|
2015
Q1 | $241K | Hold |
7,500
| – | – | 0.06% | 326 |
|
2014
Q4 | $252K | Hold |
7,500
| – | – | 0.06% | 309 |
|
2014
Q3 | $233K | Hold |
7,500
| – | – | 0.06% | 323 |
|
2014
Q2 | $251K | Hold |
7,500
| – | – | 0.06% | 309 |
|
2014
Q1 | $226K | Hold |
7,500
| – | – | 0.06% | 330 |
|
2013
Q4 | $218K | Hold |
7,500
| – | – | 0.05% | 345 |
|
2013
Q3 | $200K | Hold |
7,500
| – | – | 0.05% | 370 |
|
2013
Q2 | $208K | Buy |
+7,500
| New | +$208K | 0.06% | 329 |
|