Espalier Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-158,500
| Closed | -$5.28M | – | 50 |
|
|
2015
Q4 | $5.28M | Buy |
158,500
+58,500
| +59% | +$1.95M | 1.35% | 7 |
|
|
2015
Q3 | $3.62M | Buy |
+100,000
| New | +$3.62M | 0.58% | 23 |
|
|
2015
Q1 | – | Sell |
-218,200
| Closed | -$7.35M | – | 69 |
|
|
2014
Q4 | $7.35M | Sell |
218,200
-6,800
| -3% | -$229K | 1.22% | 7 |
|
|
2014
Q3 | $6.98M | Sell |
225,000
-125,000
| -36% | -$3.88M | 0.37% | 28 |
|
|
2014
Q2 | $11.7M | Sell |
350,000
-25,000
| -7% | -$838K | 0.91% | 16 |
|
|
2014
Q1 | $11.3M | Buy |
+375,000
| New | +$11.3M | 0.63% | 18 |
|