National Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-79,723
| Closed | -$1.85M | – | 63 |
|
|
2017
Q1 | $1.85M | Buy |
79,723
+13,230
| +20% | +$308K | 1.85% | 33 |
|
|
2016
Q4 | $1.53M | Sell |
66,493
-17,692
| -21% | -$407K | 1.69% | 33 |
|
|
2016
Q3 | $1.95M | Sell |
84,185
-1,810
| -2% | -$41.9K | 2.2% | 27 |
|
|
2016
Q2 | $1.98M | Buy |
85,995
+752
| +0.9% | +$17.3K | 2.26% | 26 |
|
|
2016
Q1 | $2.25M | Buy |
85,243
+29,501
| +53% | +$779K | 2.6% | 21 |
|
|
2015
Q4 | $1.86M | Sell |
55,742
-369
| -0.7% | -$12.3K | 2.11% | 28 |
|
|
2015
Q3 | $2.03M | Buy |
56,111
+478
| +0.9% | +$17.3K | 2.4% | 22 |
|
|
2015
Q2 | $1.65M | Buy |
55,633
+2,318
| +4% | +$68.7K | 1.72% | 29 |
|
|
2015
Q1 | $1.71M | Buy |
+53,315
| New | +$1.71M | 1.74% | 31 |
|