Freedom Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,227
| Closed | -$300K | – | 714 |
|
|
2019
Q2 | $300K | Sell |
10,227
-278
| -3% | -$8.16K | 0.03% | 526 |
|
|
2019
Q1 | $251K | Sell |
10,505
-5,504
| -34% | -$132K | 0.02% | 574 |
|
|
2018
Q4 | $406K | Sell |
16,009
-8,452
| -35% | -$214K | 0.03% | 480 |
|
|
2018
Q3 | $654K | Buy |
24,461
+6,184
| +34% | +$165K | 0.04% | 432 |
|
|
2018
Q2 | $416K | Buy |
18,277
+1,037
| +6% | +$23.6K | 0.03% | 636 |
|
|
2018
Q1 | $438K | Sell |
17,240
-4,726
| -22% | -$120K | 0.02% | 685 |
|
|
2017
Q4 | $576K | Buy |
21,966
+1,873
| +9% | +$49.1K | 0.03% | 570 |
|
|
2017
Q3 | $532K | Buy |
20,093
+1,529
| +8% | +$40.5K | 0.03% | 565 |
|
|
2017
Q2 | $574K | Sell |
18,564
-759
| -4% | -$23.5K | 0.03% | 513 |
|
|
2017
Q1 | $449K | Buy |
19,323
+657
| +4% | +$15.3K | 0.03% | 577 |
|
|
2016
Q4 | $429K | Sell |
18,666
-945
| -5% | -$21.7K | 0.03% | 536 |
|
|
2016
Q3 | $454K | Buy |
19,611
+6,599
| +51% | +$153K | 0.03% | 484 |
|
|
2016
Q2 | $299K | Buy |
13,012
+1,453
| +13% | +$33.4K | 0.02% | 582 |
|
|
2016
Q1 | $305K | Sell |
11,559
-3,169
| -22% | -$83.6K | 0.02% | 550 |
|
|
2015
Q4 | $491K | Sell |
14,728
-885,044
| -98% | -$29.5M | 0.04% | 411 |
|
|
2015
Q3 | $73.7M | Buy |
899,772
+892,680
| +12,587% | +$73.1M | 7.51% | 3 |
|
|
2015
Q2 | $210K | Buy |
7,092
+115
| +2% | +$3.41K | 0.02% | 622 |
|
|
2015
Q1 | $224K | Buy |
6,977
+834
| +14% | +$26.8K | 0.02% | 562 |
|
|
2014
Q4 | $207K | Buy |
+6,143
| New | +$207K | 0.03% | 542 |
|