Lucus Advisors’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
2017
Q4
$317K Sell
2017
Q3
$338K Buy
2016
Q3
Sell
2016
Q2
$346K Buy
2016
Q1
Sell
2015
Q4
$239K Sell
2015
Q3
$473K Sell
2015
Q2
$496K Buy
2015
Q1
$504K Buy
2014
Q4
$471K Buy