Summit Street Capital Management’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
Q1 | – | Sell |
-22,563
| Closed | -$752K | – | 35 |
|
|
2015
Q4 | $752K | Sell |
22,563
-33,073
| -59% | -$1.1M | 0.85% | 33 |
|
|
2015
Q3 | $2.01M | Sell |
55,636
-51,005
| -48% | -$1.85M | 2.39% | 24 |
|
|
2015
Q2 | $3.16M | Buy |
106,641
+17,931
| +20% | +$532K | 3.04% | 12 |
|
|
2015
Q1 | $2.85M | Hold |
88,710
| – | – | 2.54% | 21 |
|
|
2014
Q4 | $2.99M | Buy |
+88,710
| New | +$2.99M | 2.93% | 11 |
|