Lucus Advisors’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 |
-12,079
| Closed | -$317K | – | 228 |
|
|
2017
Q4 | $317K | Sell |
12,079
-689
| -5% | -$18.1K | 0.46% | 182 |
|
|
2017
Q3 | $338K | Buy |
+12,768
| New | +$338K | 0.48% | 177 |
|
|
2016
Q3 | – | Sell |
-15,057
| Closed | -$346K | – | 258 |
|
|
2016
Q2 | $346K | Buy |
+15,057
| New | +$346K | 0.28% | 170 |
|
|
2016
Q1 | – | Sell |
-7,163
| Closed | -$239K | – | 311 |
|
|
2015
Q4 | $239K | Sell |
7,163
-5,893
| -45% | -$197K | 0.15% | 288 |
|
|
2015
Q3 | $473K | Sell |
13,056
-3,680
| -22% | -$133K | 0.26% | 42 |
|
|
2015
Q2 | $496K | Buy |
16,736
+1,009
| +6% | +$29.9K | 0.24% | 170 |
|
|
2015
Q1 | $504K | Buy |
15,727
+1,751
| +13% | +$56.1K | 0.26% | 149 |
|
|
2014
Q4 | $471K | Buy |
+13,976
| New | +$471K | 0.21% | 152 |
|