Navellier & Associates’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-32,054
| Closed | -$451K | – | 253 |
|
|
2020
Q1 | $451K | Sell |
32,054
-259
| -0.8% | -$3.64K | 0.11% | 142 |
|
|
2019
Q4 | $759K | Sell |
32,313
-1,248
| -4% | -$29.3K | 0.12% | 158 |
|
|
2019
Q3 | $793K | Buy |
33,561
+6,735
| +25% | +$159K | 0.13% | 151 |
|
|
2019
Q2 | $786K | Buy |
26,826
+4,831
| +22% | +$142K | 0.12% | 152 |
|
|
2019
Q1 | $527K | Buy |
21,995
+2,917
| +15% | +$69.9K | 0.08% | 159 |
|
|
2018
Q4 | $484K | Buy |
19,078
+1,158
| +6% | +$29.4K | 0.08% | 146 |
|
|
2018
Q3 | $461K | Buy |
+17,920
| New | +$461K | 0.06% | 195 |
|
|
2014
Q1 | – | Sell |
-8,255
| Closed | -$240K | – | 330 |
|
|
2013
Q4 | $240K | Buy |
+8,255
| New | +$240K | 0.01% | 287 |
|