Hirtle Callaghan & Co’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-592
| Closed | -$20K | – | 178 |
|
|
2014
Q4 | $20K | Hold |
592
| – | – | ﹤0.01% | 377 |
|
|
2014
Q3 | $18K | Hold |
592
| – | – | ﹤0.01% | 423 |
|
|
2014
Q2 | $20K | Buy |
+592
| New | +$20K | ﹤0.01% | 462 |
|
|
2014
Q1 | – | Sell |
-592
| Closed | -$17K | – | 653 |
|
|
2013
Q4 | $17K | Buy |
+592
| New | +$17K | ﹤0.01% | 436 |
|