Arete Wealth Advisors’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
Q1 | – | Sell |
-8,150
| Closed | -$271K | – | 149 |
|
|
2015
Q4 | $271K | Buy |
8,150
+46
| +0.6% | +$1.53K | 0.16% | 100 |
|
|
2015
Q3 | $293K | Buy |
8,104
+53
| +0.7% | +$1.92K | 0.23% | 87 |
|
|
2015
Q2 | $239K | Buy |
8,051
+50
| +0.6% | +$1.48K | 0.16% | 112 |
|
|
2015
Q1 | $257K | Buy |
8,001
+47
| +0.6% | +$1.51K | 0.17% | 113 |
|
|
2014
Q4 | $268K | Buy |
7,954
+51
| +0.6% | +$1.72K | 0.19% | 102 |
|
|
2014
Q3 | $245K | Buy |
7,903
+47
| +0.6% | +$1.46K | 0.19% | 97 |
|
|
2014
Q2 | $263K | Buy |
+7,856
| New | +$263K | 0.2% | 95 |
|