Wing Lake Capital’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-160,180
| Closed | -$4.97M | – | 15 |
|
|
2014
Q3 | $4.97M | Sell |
160,180
-1,411
| -0.9% | -$43.8K | 2.83% | 24 |
|
|
2014
Q2 | $5.42M | Sell |
161,591
-27,588
| -15% | -$925K | 3.15% | 21 |
|
|
2014
Q1 | $5.71M | Sell |
189,179
-25,181
| -12% | -$760K | 3.5% | 17 |
|
|
2013
Q4 | $6.23M | Buy |
+214,360
| New | +$6.23M | 3.68% | 12 |
|