Newfound Research’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-51
| Closed | -$1K | – | 181 |
|
|
2019
Q2 | $1K | Buy |
51
+6
| +13% | +$118 | ﹤0.01% | 122 |
|
|
2019
Q1 | $1K | Buy |
45
+14
| +45% | +$311 | ﹤0.01% | 120 |
|
|
2018
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 104 |
|
|
2018
Q3 | $1K | Buy |
31
+1
| +3% | +$32 | ﹤0.01% | 145 |
|
|
2018
Q2 | $1K | Buy |
30
+5
| +20% | +$167 | ﹤0.01% | 134 |
|
|
2018
Q1 | $1K | Buy |
25
+19
| +317% | +$760 | ﹤0.01% | 131 |
|
|
2017
Q4 | $0 | Buy |
6
+4
| +200% | – | ﹤0.01% | 205 |
|
|
2017
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 201 |
|