Financial Architects (New Jersey)’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-200
| Closed | -$5K | – | 1181 |
|
|
2019
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1097 |
|
|
2018
Q3 | – | Sell |
-500
| Closed | -$11K | – | 1315 |
|
|
2018
Q2 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 960 |
|
|
2017
Q1 | – | Sell |
-417
| Closed | -$10K | – | 1481 |
|
|
2016
Q4 | $10K | Hold |
417
| – | – | ﹤0.01% | 993 |
|
|
2016
Q3 | $10K | Buy |
+417
| New | +$10K | ﹤0.01% | 978 |
|
|
2015
Q3 | – | Sell |
-46
| Closed | -$1K | – | 502 |
|
|
2015
Q2 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 1115 |
|