FDO Partners’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
Q4 | – | Sell |
-7,678
| Closed | -$203K | – | 213 |
|
|
2017
Q3 | $203K | Buy |
+7,678
| New | +$203K | 0.08% | 208 |
|
|
2016
Q3 | – | Sell |
-55,639
| Closed | -$1.28M | – | 226 |
|
|
2016
Q2 | $1.28M | Buy |
55,639
+33,874
| +156% | +$779K | 0.69% | 53 |
|
|
2016
Q1 | $575K | Buy |
+21,765
| New | +$575K | 0.37% | 98 |
|