IFC Holdings’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-13,328
| Closed | -$349K | – | 172 |
|
|
2017
Q4 | $349K | Sell |
13,328
-6,793
| -34% | -$178K | 0.02% | 363 |
|
|
2017
Q3 | $532K | Sell |
20,121
-100
| -0.5% | -$2.64K | 0.04% | 294 |
|
|
2017
Q2 | $624K | Sell |
20,221
-1,000
| -5% | -$30.9K | 0.05% | 255 |
|
|
2017
Q1 | $493K | Buy |
21,221
+1,948
| +10% | +$45.3K | 0.04% | 262 |
|
|
2016
Q4 | $443K | Buy |
19,273
+2
| +0% | +$46 | 0.04% | 245 |
|
|
2016
Q3 | $447K | Sell |
19,271
-1,460
| -7% | -$33.9K | 0.05% | 236 |
|
|
2016
Q2 | $484K | Sell |
20,731
-315
| -1% | -$7.35K | 0.05% | 218 |
|
|
2016
Q1 | $552K | Hold |
21,046
| – | – | 0.07% | 194 |
|
|
2015
Q4 | $700K | Hold |
21,046
| – | – | 0.09% | 163 |
|
|
2015
Q3 | $758K | Hold |
21,046
| – | – | 0.12% | 131 |
|
|
2015
Q2 | $644K | Hold |
21,046
| – | – | 0.09% | 168 |
|
|
2015
Q1 | $674K | Hold |
21,046
| – | – | 0.1% | 164 |
|
|
2014
Q4 | $708K | Hold |
21,046
| – | – | 0.12% | 156 |
|
|
2014
Q3 | $653K | Buy |
21,046
+12,378
| +143% | +$384K | 0.12% | 152 |
|
|
2014
Q2 | $290K | Buy |
+8,668
| New | +$290K | 0.05% | 266 |
|