Palo Capital’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-22,884
Closed -$526K 132
2016
Q4
$526K Buy
22,884
+5,075
+28% +$117K 0.33% 93
2016
Q3
$412K Sell
17,809
-120,043
-87% -$2.78M 0.29% 100
2016
Q2
$3.17M Buy
+137,852
New +$3.17M 1.09% 28