Spot Trading’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $5K | Buy |
+171
| New | +$5K | ﹤0.01% | 680 |
|
|
2017
Q2 | – | Sell |
-13,866
| Closed | -$322K | – | 980 |
|
|
2017
Q1 | $322K | Sell |
13,866
-17,460
| -56% | -$405K | 0.01% | 276 |
|
|
2016
Q4 | $720K | Buy |
31,326
+3,789
| +14% | +$87.1K | 0.02% | 204 |
|
|
2016
Q3 | $637K | Buy |
27,537
+100
| +0.4% | +$2.31K | 0.01% | 222 |
|
|
2016
Q2 | $631K | Buy |
27,437
+7,405
| +37% | +$170K | 0.01% | 241 |
|
|
2016
Q1 | $529K | Buy |
20,032
+17,593
| +721% | +$465K | 0.01% | 278 |
|
|
2015
Q4 | $81K | Sell |
2,439
-27,390
| -92% | -$910K | ﹤0.01% | 742 |
|
|
2015
Q3 | $1.08M | Buy |
29,829
+13,698
| +85% | +$496K | 0.01% | 325 |
|
|
2015
Q2 | $478K | Sell |
16,131
-8,102
| -33% | -$240K | ﹤0.01% | 478 |
|
|
2015
Q1 | $777K | Buy |
24,233
+18,380
| +314% | +$589K | 0.01% | 385 |
|
|
2014
Q4 | $197K | Buy |
+5,853
| New | +$197K | ﹤0.01% | 752 |
|
|
2014
Q3 | – | Sell |
-134
| Closed | -$4K | – | 1473 |
|
|
2014
Q2 | $4K | Sell |
134
-75,408
| -100% | -$2.25M | ﹤0.01% | 1290 |
|
|
2014
Q1 | $2.28M | Sell |
75,542
-46,920
| -38% | -$1.42M | 0.01% | 244 |
|
|
2013
Q4 | $3.56M | Sell |
122,462
-24,703
| -17% | -$717K | 0.02% | 176 |
|
|
2013
Q3 | $3.92M | Sell |
147,165
-44,039
| -23% | -$1.17M | 0.02% | 115 |
|
|
2013
Q2 | $5.31M | Buy |
+191,204
| New | +$5.31M | 0.03% | 79 |
|