Leisure Capital Management’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
Q3 | – | Sell |
-8,332
| Closed | -$258K | – | 112 |
|
|
2017
Q2 | $258K | Sell |
8,332
-269
| -3% | -$8.33K | 0.23% | 77 |
|
|
2017
Q1 | $200K | Sell |
8,601
-234
| -3% | -$5.44K | 0.18% | 90 |
|
|
2016
Q4 | $203K | Buy |
8,835
+167
| +2% | +$3.84K | 0.18% | 92 |
|
|
2016
Q3 | $201K | Sell |
8,668
-44
| -0.5% | -$1.02K | 0.19% | 90 |
|
|
2016
Q2 | $200K | Buy |
8,712
+12
| +0.1% | +$275 | 0.2% | 91 |
|
|
2016
Q1 | $230K | Buy |
+8,700
| New | +$230K | 0.23% | 80 |
|
|
2015
Q3 | – | Sell |
-15,546
| Closed | -$461K | – | 99 |
|
|
2015
Q2 | $461K | Buy |
+15,546
| New | +$461K | 0.45% | 56 |
|