Secor Capital Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-12,786
| Closed | -$335K | – | 505 |
|
2017
Q4 | $335K | Buy |
12,786
+4,784
| +60% | +$125K | 0.01% | 348 |
|
2017
Q3 | $212K | Sell |
8,002
-79,625
| -91% | -$2.11M | 0.02% | 342 |
|
2017
Q2 | $2.71M | Buy |
+87,627
| New | +$2.71M | 0.25% | 110 |
|
2015
Q2 | – | Sell |
-9,465
| Closed | -$304K | – | 481 |
|
2015
Q1 | $304K | Buy |
+9,465
| New | +$304K | 0.12% | 306 |
|