Frontier Wealth Management’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
Q4 | – | Sell |
-12,383
| Closed | -$328K | – | 371 |
|
|
2017
Q3 | $328K | Sell |
12,383
-14,098
| -53% | -$373K | 0.05% | 283 |
|
|
2017
Q2 | $819K | Sell |
26,481
-12,248
| -32% | -$379K | 0.13% | 167 |
|
|
2017
Q1 | $900K | Sell |
38,729
-6,940
| -15% | -$161K | 0.14% | 161 |
|
|
2016
Q4 | $1.05M | Buy |
45,669
+14,121
| +45% | +$325K | 0.17% | 146 |
|
|
2016
Q3 | $730K | Buy |
31,548
+10,565
| +50% | +$244K | 0.11% | 169 |
|
|
2016
Q2 | $483K | Buy |
+20,983
| New | +$483K | 0.08% | 207 |
|