Nuveen Fund Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-18,500
| Closed | -$470K | – | 196 |
|
|
2018
Q1 | $470K | Sell |
18,500
-1,316
| -7% | -$33.4K | 0.22% | 144 |
|
|
2017
Q4 | $520K | Sell |
19,816
-48,118
| -71% | -$1.26M | 0.15% | 171 |
|
|
2017
Q3 | $1.8M | Sell |
67,934
-14,084
| -17% | -$373K | 0.37% | 79 |
|
|
2017
Q2 | $2.54M | Buy |
82,018
+5,649
| +7% | +$175K | 0.4% | 74 |
|
|
2017
Q1 | $1.78M | Buy |
76,369
+12,338
| +19% | +$287K | 0.23% | 144 |
|
|
2016
Q4 | $1.47M | Buy |
64,031
+47,989
| +299% | +$1.1M | 0.21% | 155 |
|
|
2016
Q3 | $371K | Buy |
+16,042
| New | +$371K | 0.05% | 339 |
|