Virtus Fund Advisers’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
Q4 | $72K | Hold |
2,724
| – | – | ﹤0.01% | 534 |
|
|
2017
Q3 | $73K | Hold |
2,724
| – | – | ﹤0.01% | 417 |
|
|
2017
Q2 | $85K | Hold |
2,724
| – | – | ﹤0.01% | 440 |
|
|
2017
Q1 | $64K | Hold |
2,724
| – | – | ﹤0.01% | 466 |
|
|
2016
Q4 | $63K | Hold |
2,724
| – | – | ﹤0.01% | 460 |
|
|
2016
Q3 | $64K | Hold |
2,724
| – | – | ﹤0.01% | 466 |
|
|
2016
Q2 | $64K | Hold |
2,724
| – | – | ﹤0.01% | 454 |
|
|
2016
Q1 | $73K | Hold |
2,724
| – | – | ﹤0.01% | 445 |
|
|
2015
Q4 | $91K | Hold |
2,724
| – | – | ﹤0.01% | 417 |
|
|
2015
Q3 | $99K | Hold |
2,724
| – | – | ﹤0.01% | 398 |
|
|
2015
Q2 | $81K | Hold |
2,724
| – | – | ﹤0.01% | 430 |
|
|
2015
Q1 | $87K | Sell |
2,724
-317
| -10% | -$10.1K | ﹤0.01% | 563 |
|
|
2014
Q4 | $102K | Hold |
3,041
| – | – | ﹤0.01% | 570 |
|
|
2014
Q3 | $94K | Sell |
3,041
-2,434
| -44% | -$75.2K | ﹤0.01% | 610 |
|
|
2014
Q2 | $184K | Buy |
+5,475
| New | +$184K | ﹤0.01% | 1000 |
|