OFI 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | $261K | Sell |
7,211
-1,947
| -21% | -$70.5K | 0.02% | 1072 |
|
2015
Q2 | $272K | Buy |
9,158
+881
| +11% | +$26.2K | 0.02% | 1096 |
|
2015
Q1 | $265K | Buy |
8,277
+1,656
| +25% | +$53K | 0.02% | 1095 |
|
2014
Q4 | $223K | Sell |
6,621
-493
| -7% | -$16.6K | 0.01% | 1149 |
|
2014
Q3 | $221K | Buy |
7,114
+351
| +5% | +$10.9K | 0.02% | 1087 |
|
2014
Q2 | $227K | Sell |
6,763
-136
| -2% | -$4.57K | 0.02% | 1087 |
|
2014
Q1 | $208K | Buy |
6,899
+769
| +13% | +$23.2K | 0.02% | 1085 |
|
2013
Q4 | $178K | Sell |
6,130
-301
| -5% | -$8.74K | 0.01% | 1144 |
|
2013
Q3 | $171K | Buy |
6,431
+602
| +10% | +$16K | 0.02% | 1060 |
|
2013
Q2 | $162K | Buy |
+5,829
| New | +$162K | 0.02% | 998 |
|