GIA
Gargoyle Investment Advisor’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-23,065
| Closed | -$676K | – | 107 |
|
|
2019
Q2 | $676K | Sell |
23,065
-15,405
| -40% | -$451K | 0.75% | 63 |
|
|
2019
Q1 | $921K | Buy |
+38,470
| New | +$921K | 0.89% | 56 |
|
|
2015
Q4 | – | Sell |
-65,508
| Closed | -$2.37M | – | 172 |
|
|
2015
Q3 | $2.37M | Hold |
65,508
| – | – | 0.97% | 37 |
|
|
2015
Q2 | $1.94M | Hold |
65,508
| – | – | 0.74% | 63 |
|
|
2015
Q1 | $2.1M | Buy |
+65,508
| New | +$2.1M | 0.79% | 59 |
|