Invictus RG’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 |
-1,396
| Closed | -$37K | – | 355 |
|
|
2017
Q3 | $37K | Sell |
1,396
-22,752
| -94% | -$603K | 0.03% | 389 |
|
|
2017
Q2 | $746K | Buy |
24,148
+15,588
| +182% | +$482K | 0.54% | 11 |
|
|
2017
Q1 | $199K | Buy |
+8,560
| New | +$199K | 0.13% | 312 |
|
|
2016
Q4 | – | Sell |
-7,342
| Closed | -$170K | – | 691 |
|
|
2016
Q3 | $170K | Buy |
+7,342
| New | +$170K | 0.13% | 289 |
|
|
2016
Q2 | – | Sell |
-4,351
| Closed | -$115K | – | 669 |
|
|
2016
Q1 | $115K | Buy |
+4,351
| New | +$115K | 0.14% | 275 |
|