LIM
Loudon Investment Management’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-22,055
| Closed | -$528K | – | 83 |
|
|
2019
Q1 | $528K | Sell |
22,055
-20,725
| -48% | -$496K | 0.46% | 56 |
|
|
2018
Q4 | $1.09M | Sell |
42,780
-20,240
| -32% | -$513K | 1.03% | 33 |
|
|
2018
Q3 | $1.62M | Sell |
63,020
-14,800
| -19% | -$381K | 1.3% | 25 |
|
|
2018
Q2 | $1.77M | Sell |
77,820
-3,800
| -5% | -$86.6K | 1.42% | 29 |
|
|
2018
Q1 | $2.07M | Sell |
81,620
-425
| -0.5% | -$10.8K | 1.65% | 22 |
|
|
2017
Q4 | $2.15M | Sell |
82,045
-200
| -0.2% | -$5.24K | 1.63% | 24 |
|
|
2017
Q3 | $2.18M | Sell |
82,245
-22,570
| -22% | -$598K | 1.7% | 24 |
|
|
2017
Q2 | $3.24M | Sell |
104,815
-600
| -0.6% | -$18.5K | 2.46% | 13 |
|
|
2017
Q1 | $2.45M | Sell |
105,415
-3,685
| -3% | -$85.7K | 1.86% | 20 |
|
|
2016
Q4 | $2.51M | Buy |
109,100
+1,175
| +1% | +$27K | 1.96% | 22 |
|
|
2016
Q3 | $2.5M | Buy |
+107,925
| New | +$2.5M | 1.94% | 20 |
|