Ropes Wealth Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-412
| Closed | -$10K | – | 544 |
|
|
2019
Q3 | $10K | Hold |
412
| – | – | ﹤0.01% | 477 |
|
|
2019
Q2 | $12K | Sell |
412
-1,188
| -74% | -$34.6K | ﹤0.01% | 467 |
|
|
2019
Q1 | $38K | Hold |
1,600
| – | – | 0.01% | 360 |
|
|
2018
Q4 | $41K | Hold |
1,600
| – | – | 0.01% | 323 |
|
|
2018
Q3 | $41K | Hold |
1,600
| – | – | 0.01% | 348 |
|
|
2018
Q2 | $36K | Hold |
1,600
| – | – | 0.01% | 376 |
|
|
2018
Q1 | $41K | Hold |
1,600
| – | – | 0.01% | 351 |
|
|
2017
Q4 | $42K | Hold |
1,600
| – | – | 0.01% | 367 |
|
|
2017
Q3 | $42K | Hold |
1,600
| – | – | 0.01% | 348 |
|
|
2017
Q2 | $49K | Hold |
1,600
| – | – | 0.01% | 335 |
|
|
2017
Q1 | $37K | Hold |
1,600
| – | – | 0.01% | 358 |
|
|
2016
Q4 | $37K | Hold |
1,600
| – | – | 0.01% | 351 |
|
|
2016
Q3 | $37K | Hold |
1,600
| – | – | 0.01% | 304 |
|
|
2016
Q2 | $37K | Sell |
1,600
-31
| -2% | -$717 | 0.01% | 290 |
|
|
2016
Q1 | $43K | Buy |
1,631
+31
| +2% | +$817 | 0.02% | 226 |
|
|
2015
Q4 | $53K | Hold |
1,600
| – | – | 0.02% | 239 |
|
|
2015
Q3 | $58K | Hold |
1,600
| – | – | 0.03% | 242 |
|
|
2015
Q2 | $47K | Hold |
1,600
| – | – | 0.03% | 195 |
|
|
2015
Q1 | $51K | Buy |
+1,600
| New | +$51K | 0.03% | 189 |
|