Royal Capital Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-122,181
| Closed | -$3.69M | – | 18 |
|
|
2014
Q1 | $3.69M | Sell |
122,181
-170,319
| -58% | -$5.14M | 2.79% | 18 |
|
|
2013
Q4 | $8.49M | Sell |
292,500
-85,000
| -23% | -$2.47M | 5.77% | 9 |
|
|
2013
Q3 | $10.1M | Sell |
377,500
-285,000
| -43% | -$7.6M | 5.81% | 9 |
|
|
2013
Q2 | $18.4M | Buy |
+662,500
| New | +$18.4M | 6.38% | 7 |
|