Virtus Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-351,115
| Closed | -$9.21M | – | 208 |
|
|
2017
Q4 | $9.21M | Buy |
351,115
+30,922
| +10% | +$811K | 1% | 19 |
|
|
2017
Q3 | $8.48M | Sell |
320,193
-15,535
| -5% | -$411K | 0.89% | 22 |
|
|
2017
Q2 | $10.4M | Buy |
335,728
+330,731
| +6,619% | +$10.2M | 1.01% | 17 |
|
|
2017
Q1 | $116K | Sell |
4,997
-1,644
| -25% | -$38.2K | 0.01% | 442 |
|
|
2016
Q4 | $153K | Buy |
6,641
+977
| +17% | +$22.5K | 0.01% | 444 |
|
|
2016
Q3 | $131K | Buy |
+5,664
| New | +$131K | 0.01% | 477 |
|