Parasol Investment Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,127
| Closed | -$33K | – | 194 |
|
|
2015
Q2 | $33K | Hold |
1,127
| – | – | 0.02% | 128 |
|
|
2015
Q1 | $36K | Hold |
1,127
| – | – | 0.02% | 128 |
|
|
2014
Q4 | $38K | Hold |
1,127
| – | – | 0.03% | 138 |
|
|
2014
Q3 | $35K | Hold |
1,127
| – | – | 0.02% | 131 |
|
|
2014
Q2 | $38K | Hold |
1,127
| – | – | 0.03% | 129 |
|
|
2014
Q1 | $34K | Hold |
1,127
| – | – | 0.02% | 112 |
|
|
2013
Q4 | $33K | Buy |
+1,127
| New | +$33K | 0.02% | 114 |
|