Kanaly Trust’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 | $11K | Hold |
500
| – | – | ﹤0.01% | 530 |
|
|
2016
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 501 |
|
|
2016
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 506 |
|
|
2016
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 509 |
|
|
2015
Q4 | $17K | Sell |
500
-100
| -17% | -$3.4K | ﹤0.01% | 463 |
|
|
2015
Q3 | $22K | Hold |
600
| – | – | ﹤0.01% | 431 |
|
|
2015
Q2 | $18K | Hold |
600
| – | – | ﹤0.01% | 474 |
|
|
2015
Q1 | $19K | Buy |
600
+100
| +20% | +$3.17K | ﹤0.01% | 396 |
|
|
2014
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 392 |
|
|
2014
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 412 |
|
|
2014
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 418 |
|
|
2014
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 430 |
|
|
2013
Q4 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 399 |
|