Partnervest Advisory Services’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-260
| Closed | -$9K | – | 431 |
|
|
2014
Q2 | $9K | Hold |
260
| – | – | ﹤0.01% | 696 |
|
|
2014
Q1 | $8K | Hold |
260
| – | – | ﹤0.01% | 698 |
|
|
2013
Q4 | $8K | Hold |
260
| – | – | ﹤0.01% | 680 |
|
|
2013
Q3 | $7K | Sell |
260
-660
| -72% | -$17.8K | ﹤0.01% | 716 |
|
|
2013
Q2 | $26K | Buy |
+920
| New | +$26K | 0.01% | 362 |
|