Wellesley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-20,860
| Closed | -$479K | – | 113 |
|
|
2016
Q4 | $479K | Sell |
20,860
-1,487
| -7% | -$34.1K | 0.23% | 67 |
|
|
2016
Q3 | $517K | Buy |
22,347
+2,740
| +14% | +$63.4K | 0.27% | 63 |
|
|
2016
Q2 | $450K | Buy |
19,607
+2,696
| +16% | +$61.9K | 0.24% | 63 |
|
|
2016
Q1 | $447K | Buy |
16,911
+345
| +2% | +$9.12K | 0.27% | 67 |
|
|
2015
Q4 | $551K | Buy |
+16,566
| New | +$551K | 0.38% | 48 |
|