Park Avenue Institutional Advisers’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 |
-1,486
| Closed | -$34K | – | 197 |
|
|
2016
Q2 | $34K | Hold |
1,486
| – | – | 0.03% | 473 |
|
|
2016
Q1 | $39K | Sell |
1,486
-42
| -3% | -$1.1K | 0.03% | 460 |
|
|
2015
Q4 | $51K | Sell |
1,528
-303
| -17% | -$10.1K | 0.04% | 420 |
|
|
2015
Q3 | $66K | Sell |
1,831
-26
| -1% | -$937 | 0.06% | 364 |
|
|
2015
Q2 | $55K | Buy |
+1,857
| New | +$55K | 0.04% | 424 |
|