Integrated Wealth Counsel’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 | $39K | Buy |
1,700
+700
| +70% | +$16.1K | 0.08% | 83 |
|
|
2016
Q3 | $23K | Buy |
+1,000
| New | +$23K | 0.05% | 93 |
|
|
2014
Q2 | – | Sell |
-800
| Closed | -$24K | – | 119 |
|
|
2014
Q1 | $24K | Hold |
800
| – | – | 0.02% | 120 |
|
|
2013
Q4 | $23K | Hold |
800
| – | – | 0.02% | 126 |
|
|
2013
Q3 | $21.3K | Sell |
800
-635
| -44% | -$16.9K | 0.02% | 141 |
|
|
2013
Q2 | $40K | Buy |
+1,435
| New | +$40K | 0.03% | 110 |
|