Douglass Winthrop 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,058
| Closed | -$238K | – | 257 |
|
|
2014
Q4 | $238K | Buy |
7,058
+58
| +0.8% | +$1.96K | 0.02% | 191 |
|
|
2014
Q3 | $217K | Hold |
7,000
| – | – | 0.02% | 184 |
|
|
2014
Q2 | $235K | Hold |
7,000
| – | – | 0.02% | 174 |
|
|
2014
Q1 | $211K | Hold |
7,000
| – | – | 0.02% | 180 |
|
|
2013
Q4 | $203K | Buy |
+7,000
| New | +$203K | 0.02% | 180 |
|