IMS
Index Management Solutions’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $11K | Buy |
310
+15
| +5% | +$532 | 0.01% | 518 |
|
|
2015
Q2 | $9K | Buy |
295
+183
| +163% | +$5.58K | 0.01% | 633 |
|
|
2015
Q1 | $4K | Sell |
112
-1,000
| -90% | -$35.7K | ﹤0.01% | 707 |
|
|
2014
Q4 | $37K | Sell |
1,112
-12,336
| -92% | -$410K | 0.01% | 515 |
|
|
2014
Q3 | $417K | Buy |
13,448
+12,350
| +1,125% | +$383K | 0.05% | 337 |
|
|
2014
Q2 | $37K | Buy |
1,098
+466
| +74% | +$15.7K | ﹤0.01% | 871 |
|
|
2014
Q1 | $19K | Sell |
632
-741
| -54% | -$22.3K | ﹤0.01% | 1064 |
|
|
2013
Q4 | $40K | Sell |
1,373
-322
| -19% | -$9.38K | 0.01% | 568 |
|
|
2013
Q3 | $45K | Buy |
+1,695
| New | +$45K | 0.01% | 502 |
|