First New York Securities’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-66,900
| Closed | -$2.42M | – | 129 |
|
|
2015
Q3 | $2.42M | Buy |
+66,900
| New | +$2.42M | 1.09% | 18 |
|
|
2014
Q4 | – | Sell |
-20,000
| Closed | -$620K | – | 379 |
|
|
2014
Q3 | $620K | Buy |
+20,000
| New | +$620K | 0.44% | 55 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 176 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 360 |
|