Proficio Capital Partners’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 |
-32
| Closed | -$1K | – | 764 |
|
|
2019
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1741 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1719 |
|
|
2018
Q3 | – | Sell |
-45
| Closed | -$1K | – | 1270 |
|
|
2018
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 1192 |
|
|
2018
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 1196 |
|
|
2017
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1182 |
|
|
2016
Q2 | – | Sell |
-52
| Closed | -$1K | – | 1090 |
|
|
2016
Q1 | $1K | Buy |
52
+9
| +21% | +$173 | ﹤0.01% | 882 |
|
|
2015
Q4 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 778 |
|