Sentry Investments’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
Q2 | – | Sell |
-63,800
| Closed | -$1.69K | – | 146 |
|
2016
Q1 | $1.69K | Buy |
63,800
+32,700
| +105% | +$864 | 0.02% | 127 |
|
2015
Q4 | $1.04K | Sell |
31,100
-38,400
| -55% | -$1.28K | 0.01% | 150 |
|
2015
Q3 | $2.52K | Buy |
69,500
+500
| +0.7% | +$18 | 0.03% | 130 |
|
2015
Q2 | $2.05K | Buy |
69,000
+8,900
| +15% | +$264 | 0.02% | 141 |
|
2015
Q1 | $1.93M | Buy |
+60,100
| New | +$1.93M | 0.02% | 137 |
|