Guinness Asset 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
2017
Q1
Sell
2016
Q4
$10.2M Buy
2016
Q3
$8.77M Buy
2016
Q2
$7.45M Buy
2016
Q1
$5.14M Buy
2015
Q4
$5.68M Sell
2015
Q3
$6.29M Sell
2015
Q2
$6.33M Buy
2015
Q1
$5.46M Buy
2014
Q4
$3.91M Buy
2014
Q3
$2.76M Sell
2014
Q2
$3.14M Buy
2014
Q1
$2.29M Sell
2013
Q4
$2.27M Buy
2013
Q3
$1.69M Buy
2013
Q2
$796K Buy