Symmetry Partners’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,611
| Closed | -$251K | – | 346 |
|
|
2019
Q3 | $251K | Buy |
10,611
+788
| +8% | +$18.6K | 0.05% | 279 |
|
|
2019
Q2 | $288K | Hold |
9,823
| – | – | 0.06% | 256 |
|
|
2019
Q1 | $235K | Buy |
9,823
+3,836
| +64% | +$91.8K | 0.04% | 283 |
|
|
2018
Q4 | $152K | Buy |
+5,987
| New | +$152K | 0.04% | 294 |
|