VSR Financial Services’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
Q2 | – | Sell |
-8,133
| Closed | -$215K | – | 544 |
|
|
2016
Q1 | $215K | Buy |
8,133
+4
| +0% | +$106 | 0.02% | 500 |
|
|
2015
Q4 | $271K | Hold |
8,129
| – | – | 0.03% | 455 |
|
|
2015
Q3 | $294K | Hold |
8,129
| – | – | 0.03% | 421 |
|
|
2015
Q2 | $241K | Hold |
8,129
| – | – | 0.03% | 491 |
|
|
2015
Q1 | $261K | Hold |
8,129
| – | – | 0.03% | 471 |
|
|
2014
Q4 | $274K | Sell |
8,129
-1,749
| -18% | -$59K | 0.03% | 455 |
|
|
2014
Q3 | $306K | Sell |
9,878
-100
| -1% | -$3.1K | 0.04% | 438 |
|
|
2014
Q2 | $334K | Buy |
+9,978
| New | +$334K | 0.04% | 399 |
|
|
2014
Q1 | – | Sell |
-14,878
| Closed | -$432K | – | 594 |
|
|
2013
Q4 | $432K | Buy |
14,878
+1,749
| +13% | +$50.8K | 0.07% | 343 |
|
|
2013
Q3 | $350K | Buy |
13,129
+3,192
| +32% | +$85.1K | 0.06% | 348 |
|
|
2013
Q2 | $276K | Buy |
+9,937
| New | +$276K | 0.05% | 384 |
|