MCM
McRae Capital Management’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-23,025
| Closed | -$529K | – | 110 |
|
|
2016
Q4 | $529K | Sell |
23,025
-1,750
| -7% | -$40.2K | 0.23% | 50 |
|
|
2016
Q3 | $574K | Sell |
24,775
-100
| -0.4% | -$2.32K | 0.26% | 46 |
|
|
2016
Q2 | $572K | Buy |
24,875
+5,150
| +26% | +$118K | 0.26% | 48 |
|
|
2016
Q1 | $521K | Buy |
+19,725
| New | +$521K | 0.23% | 50 |
|