FDx Advisors’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
Q1 | – | Sell |
-80,621
| Closed | -$1.85M | – | 1160 |
|
|
2016
Q4 | $1.85M | Buy |
80,621
+1,853
| +2% | +$42.6K | 0.05% | 305 |
|
|
2016
Q3 | $1.82M | Buy |
78,768
+4,060
| +5% | +$94K | 0.08% | 232 |
|
|
2016
Q2 | $1.72M | Buy |
74,708
+7,065
| +10% | +$162K | 0.08% | 229 |
|
|
2016
Q1 | $1.79M | Buy |
67,643
+4,989
| +8% | +$132K | 0.08% | 218 |
|
|
2015
Q4 | $2.09M | Buy |
+62,654
| New | +$2.09M | 0.09% | 179 |
|
|
2015
Q2 | – | Sell |
-8,800
| Closed | -$282K | – | 998 |
|
|
2015
Q1 | $282K | Sell |
8,800
-410
| -4% | -$13.1K | 0.01% | 1251 |
|
|
2014
Q4 | $310K | Buy |
+9,210
| New | +$310K | 0.02% | 700 |
|