Independent Portfolio Consultants’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,015
| Closed | -$47K | – | 838 |
|
|
2016
Q3 | $47K | Buy |
2,015
+580
| +40% | +$13.5K | 0.01% | 553 |
|
|
2016
Q2 | $33K | Sell |
1,435
-10
| -0.7% | -$230 | 0.01% | 596 |
|
|
2016
Q1 | $38K | Buy |
1,445
+555
| +62% | +$14.6K | 0.01% | 610 |
|
|
2015
Q4 | $30K | Hold |
890
| – | – | 0.01% | 642 |
|
|
2015
Q3 | $32K | Sell |
890
-105
| -11% | -$3.78K | 0.01% | 641 |
|
|
2015
Q2 | $30K | Sell |
995
-506
| -34% | -$15.3K | 0.01% | 681 |
|
|
2015
Q1 | $48K | Buy |
+1,501
| New | +$48K | 0.01% | 625 |
|