New York Life Trust’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
2017
Q1
$4K Buy
2016
Q2
Sell
2016
Q1
$42K Sell
2015
Q4
$59K Buy
2015
Q2
Sell
2015
Q1
$41K Sell
2014
Q4
$126K Buy
2014
Q3
$115K Buy
2014
Q1
Sell
2013
Q4
$9K Sell
2013
Q3
$69K Buy
2013
Q2
$23K Buy