EWM
Evercore Wealth Management’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,988
| Closed | -$250K | – | 430 |
|
|
2018
Q2 | $250K | Hold |
10,988
| – | – | 0.01% | 356 |
|
|
2018
Q1 | $279K | Hold |
10,988
| – | – | 0.01% | 307 |
|
|
2017
Q4 | $288K | Hold |
10,988
| – | – | 0.01% | 312 |
|
|
2017
Q3 | $291K | Hold |
10,988
| – | – | 0.01% | 319 |
|
|
2017
Q2 | $340K | Hold |
10,988
| – | – | 0.01% | 304 |
|
|
2017
Q1 | $255K | Hold |
10,988
| – | – | 0.01% | 332 |
|
|
2016
Q4 | $253K | Buy |
10,988
+10,022
| +1,037% | +$231K | 0.01% | 328 |
|
|
2016
Q3 | $22K | Hold |
966
| – | – | ﹤0.01% | 757 |
|
|
2016
Q2 | $22K | Hold |
966
| – | – | ﹤0.01% | 734 |
|
|
2016
Q1 | $26K | Buy |
+966
| New | +$26K | ﹤0.01% | 681 |
|
|
2015
Q4 | – | Sell |
-13,068
| Closed | -$473K | – | 1036 |
|
|
2015
Q3 | $473K | Buy |
13,068
+537
| +4% | +$19.4K | 0.02% | 261 |
|
|
2015
Q2 | $371K | Hold |
12,531
| – | – | 0.02% | 318 |
|
|
2015
Q1 | $402K | Hold |
12,531
| – | – | 0.02% | 307 |
|
|
2014
Q4 | $422K | Hold |
12,531
| – | – | 0.02% | 267 |
|
|
2014
Q3 | $388K | Hold |
12,531
| – | – | 0.02% | 301 |
|
|
2014
Q2 | $420K | Buy |
12,531
+2,068
| +20% | +$69.3K | 0.02% | 293 |
|
|
2014
Q1 | $315K | Hold |
10,463
| – | – | 0.02% | 318 |
|
|
2013
Q4 | $303K | Hold |
10,463
| – | – | 0.02% | 327 |
|
|
2013
Q3 | $278K | Buy |
10,463
+1,946
| +23% | +$51.7K | 0.02% | 364 |
|
|
2013
Q2 | $237K | Buy |
+8,517
| New | +$237K | 0.01% | 378 |
|