Nelson Capital Management’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
Q3 | – | Sell |
-958
| Closed | -$22K | – | 261 |
|
|
2016
Q2 | $22K | Buy |
958
+208
| +28% | +$4.78K | 0.01% | 168 |
|
|
2016
Q1 | $20K | Hold |
750
| – | – | 0.01% | 168 |
|
|
2015
Q4 | $25K | Hold |
750
| – | – | 0.01% | 149 |
|
|
2015
Q3 | $27K | Hold |
750
| – | – | 0.01% | 142 |
|
|
2015
Q2 | $22K | Hold |
750
| – | – | 0.01% | 173 |
|
|
2015
Q1 | $24K | Hold |
750
| – | – | 0.01% | 167 |
|
|
2014
Q4 | $25K | Hold |
750
| – | – | 0.01% | 165 |
|
|
2014
Q3 | $23K | Hold |
750
| – | – | 0.01% | 179 |
|
|
2014
Q2 | $25K | Buy |
+750
| New | +$25K | 0.01% | 164 |
|