MSI Financial Services’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $233K | Buy |
10,116
+2,678
| +36% | +$61.7K | 0.01% | 1020 |
|
|
2016
Q3 | $172K | Buy |
7,438
+4,094
| +122% | +$94.7K | 0.01% | 1134 |
|
|
2016
Q2 | $77K | Buy |
3,344
+1,339
| +67% | +$30.8K | ﹤0.01% | 1559 |
|
|
2016
Q1 | $53K | Sell |
2,005
-1,597
| -44% | -$42.2K | ﹤0.01% | 1699 |
|
|
2015
Q4 | $120K | Buy |
3,602
+2,516
| +232% | +$83.8K | 0.01% | 1194 |
|
|
2015
Q3 | $39K | Sell |
1,086
-673
| -38% | -$24.2K | ﹤0.01% | 1342 |
|
|
2015
Q2 | $52K | Buy |
1,759
+657
| +60% | +$19.4K | ﹤0.01% | 1281 |
|
|
2015
Q1 | $35K | Buy |
1,102
+512
| +87% | +$16.3K | ﹤0.01% | 1507 |
|
|
2014
Q4 | $20K | Hold |
590
| – | – | ﹤0.01% | 1512 |
|
|
2014
Q3 | $18K | Hold |
590
| – | – | ﹤0.01% | 1536 |
|
|
2014
Q2 | $20K | Hold |
590
| – | – | ﹤0.01% | 1483 |
|
|
2014
Q1 | $18K | Sell |
590
-77
| -12% | -$2.35K | ﹤0.01% | 1472 |
|
|
2013
Q4 | $19K | Sell |
667
-133
| -17% | -$3.79K | ﹤0.01% | 1408 |
|
|
2013
Q3 | $21K | Buy |
800
+484
| +153% | +$12.7K | ﹤0.01% | 1188 |
|
|
2013
Q2 | $9K | Buy |
+316
| New | +$9K | ﹤0.01% | 1585 |
|