Carroll Financial Associates’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
Q3 | – | Sell |
-318
| Closed | -$9K | – | 1218 |
|
|
2017
Q2 | $9K | Hold |
318
| – | – | ﹤0.01% | 856 |
|
|
2017
Q1 | $7K | Hold |
318
| – | – | ﹤0.01% | 914 |
|
|
2016
Q4 | $7K | Hold |
318
| – | – | ﹤0.01% | 877 |
|
|
2016
Q3 | $7K | Hold |
318
| – | – | ﹤0.01% | 888 |
|
|
2016
Q2 | $7K | Hold |
318
| – | – | ﹤0.01% | 864 |
|
|
2016
Q1 | $8K | Hold |
318
| – | – | ﹤0.01% | 813 |
|
|
2015
Q4 | $10K | Hold |
318
| – | – | ﹤0.01% | 739 |
|
|
2015
Q3 | $11K | Hold |
318
| – | – | ﹤0.01% | 702 |
|
|
2015
Q2 | $9K | Hold |
318
| – | – | ﹤0.01% | 727 |
|
|
2015
Q1 | $10K | Buy |
+318
| New | +$10K | ﹤0.01% | 517 |
|
|
2014
Q3 | – | Sell |
-318
| Closed | -$11K | – | 874 |
|
|
2014
Q2 | $11K | Hold |
318
| – | – | ﹤0.01% | 586 |
|
|
2014
Q1 | $10K | Hold |
318
| – | – | ﹤0.01% | 534 |
|
|
2013
Q4 | $9K | Hold |
318
| – | – | ﹤0.01% | 524 |
|
|
2013
Q3 | $8K | Hold |
318
| – | – | ﹤0.01% | 558 |
|
|
2013
Q2 | $8K | Buy |
+318
| New | +$8K | ﹤0.01% | 442 |
|