Steadfast 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 | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | – | Sell |
-27,047
| Closed | -$817K | – | 51 |
|
2014
Q1 | $817K | Sell |
27,047
-15,769
| -37% | -$476K | 0.37% | 42 |
|
2013
Q4 | $1.24M | Sell |
42,816
-30,837
| -42% | -$895K | 0.59% | 42 |
|
2013
Q3 | $1.96M | Sell |
73,653
-56,588
| -43% | -$1.51M | 1.05% | 31 |
|
2013
Q2 | $3.61M | Buy |
+130,241
| New | +$3.61M | 2.19% | 19 |
|