Mercer Capital Advisers’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,550
| Closed | -$36K | – | 269 |
|
|
2016
Q4 | $36K | Hold |
1,550
| – | – | 0.03% | 180 |
|
|
2016
Q3 | $36K | Hold |
1,550
| – | – | 0.03% | 183 |
|
|
2016
Q2 | $36K | Hold |
1,550
| – | – | 0.03% | 180 |
|
|
2016
Q1 | $41K | Hold |
1,550
| – | – | 0.04% | 167 |
|
|
2015
Q4 | $52K | Hold |
1,550
| – | – | 0.05% | 157 |
|
|
2015
Q3 | $56K | Hold |
1,550
| – | – | 0.05% | 147 |
|
|
2015
Q2 | $46K | Hold |
1,550
| – | – | 0.04% | 168 |
|
|
2015
Q1 | $50K | Hold |
1,550
| – | – | 0.04% | 166 |
|
|
2014
Q4 | $52K | Buy |
+1,550
| New | +$52K | 0.05% | 165 |
|