Guardian Investor Services’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 | $61K | Hold |
1,899
| – | – | 0.05% | 405 |
|
|
2014
Q4 | $64K | Sell |
1,899
-46
| -2% | -$1.55K | 0.05% | 391 |
|
|
2014
Q3 | $60K | Sell |
1,945
-95
| -5% | -$2.93K | 0.05% | 401 |
|
|
2014
Q2 | $68K | Sell |
2,040
-68
| -3% | -$2.27K | 0.05% | 388 |
|
|
2014
Q1 | $64K | Sell |
2,108
-74
| -3% | -$2.25K | 0.05% | 402 |
|
|
2013
Q4 | $63K | Hold |
2,182
| – | – | 0.05% | 402 |
|
|
2013
Q3 | $58K | Sell |
2,182
-22
| -1% | -$585 | 0.05% | 406 |
|
|
2013
Q2 | $61K | Buy |
+2,204
| New | +$61K | 0.05% | 382 |
|