Freedom Investment Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $300K | Sell |
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|
2019
Q1 | $251K | Sell |
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|
2018
Q4 | $406K | Sell |
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|
2018
Q3 | $654K | Buy |
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|
2018
Q2 | $416K | Buy |
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|
2018
Q1 | $438K | Sell |
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|
2017
Q4 | $576K | Buy |
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|
2017
Q3 | $532K | Buy |
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|
2017
Q2 | $574K | Sell |
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|
2017
Q1 | $449K | Buy |
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|
2016
Q4 | $429K | Sell |
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|
2016
Q3 | $454K | Buy |
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|
2016
Q2 | $299K | Buy |
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|
2016
Q1 | $305K | Sell |
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|
2015
Q4 | $491K | Sell |
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|
2015
Q3 | $73.7M | Buy |
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|
2015
Q2 | $210K | Buy |
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|
2015
Q1 | $224K | Buy |
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|
2014
Q4 | $207K | Buy |
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