Fortaleza Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-60
| Closed | -$2K | – | 206 |
|
|
2015
Q1 | $2K | Sell |
60
-80
| -57% | -$2.67K | ﹤0.01% | 201 |
|
|
2014
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 174 |
|
|
2014
Q3 | $4K | Buy |
140
+40
| +40% | +$1.14K | ﹤0.01% | 203 |
|
|
2014
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 195 |
|
|
2014
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 197 |
|