SRB Corp’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-23,418
| Closed | -$330K | – | 154 |
|
|
2020
Q1 | $330K | Buy |
+23,418
| New | +$330K | 0.03% | 126 |
|
|
2016
Q1 | – | Sell |
-3,898
| Closed | -$130K | – | 180 |
|
|
2015
Q4 | $130K | Sell |
3,898
-633
| -14% | -$21.1K | 0.02% | 133 |
|
|
2015
Q3 | $164K | Hold |
4,531
| – | – | 0.02% | 21 |
|
|
2015
Q2 | $134K | Sell |
4,531
-310
| -6% | -$9.17K | 0.02% | 161 |
|
|
2015
Q1 | $155K | Buy |
4,841
+401
| +9% | +$12.8K | 0.02% | 149 |
|
|
2014
Q4 | $150K | Buy |
4,440
+289
| +7% | +$9.76K | 0.02% | 87 |
|
|
2014
Q3 | $129K | Buy |
+4,151
| New | +$129K | 0.02% | 163 |
|