FineMark National Bank & Trust’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 |
-539
| Closed | -$13K | – | 647 |
|
|
2016
Q4 | $13K | Sell |
539
-1,500
| -74% | -$36.2K | ﹤0.01% | 902 |
|
|
2016
Q3 | $48K | Sell |
2,039
-2,596
| -56% | -$61.1K | 0.01% | 614 |
|
|
2016
Q2 | $107K | Sell |
4,635
-4,557
| -50% | -$105K | 0.01% | 426 |
|
|
2016
Q1 | $243K | Buy |
9,192
+1,146
| +14% | +$30.3K | 0.03% | 284 |
|
|
2015
Q4 | $268K | Buy |
8,046
+14
| +0.2% | +$466 | 0.03% | 275 |
|
|
2015
Q3 | $291K | Buy |
8,032
+17
| +0.2% | +$616 | 0.04% | 273 |
|
|
2015
Q2 | $238K | Buy |
8,015
+1,215
| +18% | +$36.1K | 0.03% | 310 |
|
|
2015
Q1 | $218K | Buy |
+6,800
| New | +$218K | 0.03% | 333 |
|