M&R 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,486
| Closed | -$38K | – | 518 |
|
|
2018
Q3 | $38K | Hold |
1,486
| – | – | 0.01% | 316 |
|
|
2018
Q2 | $33K | Hold |
1,486
| – | – | 0.01% | 326 |
|
|
2018
Q1 | $37K | Hold |
1,486
| – | – | 0.01% | 329 |
|
|
2017
Q4 | $38K | Buy |
1,486
+1,336
| +891% | +$34.2K | 0.01% | 326 |
|
|
2017
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 509 |
|
|
2017
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 494 |
|
|
2017
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 507 |
|
|
2016
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 500 |
|
|
2016
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 492 |
|
|
2016
Q2 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 478 |
|