SI
Scout Investments’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-663,071
| Closed | -$16.8M | – | 287 |
|
|
2018
Q4 | $16.8M | Sell |
663,071
-226,331
| -25% | -$5.74M | 0.42% | 83 |
|
|
2018
Q3 | $22.9M | Sell |
889,402
-525,563
| -37% | -$13.5M | 0.47% | 81 |
|
|
2018
Q2 | $32.2M | Buy |
1,414,965
+591,662
| +72% | +$13.5M | 0.73% | 29 |
|
|
2018
Q1 | $20.9M | Buy |
823,303
+24,809
| +3% | +$630K | 0.5% | 63 |
|
|
2017
Q4 | $20.9M | Buy |
+798,494
| New | +$20.9M | 0.52% | 72 |
|