Integrated Wealth Counsel’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$39K Buy
2016
Q3
$23K Buy
2014
Q2
Sell
2014
Q1
$24K Hold
2013
Q4
$23K Hold
2013
Q3
$21.3K Sell
2013
Q2
$40K Buy