Wolverine Asset Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,227
| Closed | -$99K | – | 1275 |
|
|
2019
Q4 | $99K | Buy |
4,227
+1,230
| +41% | +$28.8K | ﹤0.01% | 819 |
|
|
2019
Q3 | $70K | Buy |
+2,997
| New | +$70K | ﹤0.01% | 877 |
|
|
2018
Q3 | – | Sell |
-86,200
| Closed | -$1.96M | – | 1116 |
|
|
2018
Q2 | $1.96M | Buy |
+86,200
| New | +$1.96M | 0.03% | 323 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1090 |
|
|
2017
Q4 | – | Sell |
-105,000
| Closed | -$2.78M | – | 1044 |
|
|
2017
Q3 | $2.78M | Buy |
+105,000
| New | +$2.78M | 0.03% | 209 |
|
|
2017
Q2 | – | Sell |
-112,698
| Closed | -$2.62M | – | 905 |
|
|
2017
Q1 | $2.62M | Buy |
112,698
+30,898
| +38% | +$718K | 0.04% | 203 |
|
|
2016
Q4 | $1.88M | Buy |
+81,800
| New | +$1.88M | 0.02% | 223 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1246 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 1265 |
|
|
2014
Q1 | – | Sell |
-9,520
| Closed | -$276K | – | 1272 |
|
|
2013
Q4 | $276K | Buy |
9,520
+420
| +5% | +$12.2K | 0.01% | 776 |
|
|
2013
Q3 | $242K | Sell |
9,100
-2,000
| -18% | -$53.2K | 0.01% | 783 |
|
|
2013
Q2 | $308K | Buy |
+11,100
| New | +$308K | 0.01% | 669 |
|