Gideon Capital Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,330
| Closed | -$247K | – | 340 |
|
|
2017
Q3 | $247K | Buy |
9,330
+2,771
| +42% | +$73.4K | 0.24% | 196 |
|
|
2017
Q2 | $203K | Buy |
+6,559
| New | +$203K | 0.22% | 232 |
|
|
2017
Q1 | – | Sell |
-22,007
| Closed | -$506K | – | 449 |
|
|
2016
Q4 | $506K | Buy |
+22,007
| New | +$506K | 0.32% | 84 |
|