RPg Family Wealth Advisory’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,000
| Closed | -$69K | – | 300 |
|
|
2016
Q4 | $69K | Hold |
3,000
| – | – | 0.06% | 98 |
|
|
2016
Q3 | $69.5K | Buy |
3,000
+1,500
| +100% | +$34.7K | 0.05% | 99 |
|
|
2016
Q2 | $34.5K | Hold |
1,500
| – | – | 0.02% | 151 |
|
|
2016
Q1 | $39.6K | Hold |
1,500
| – | – | 0.03% | 139 |
|
|
2015
Q4 | $50K | Buy |
+1,500
| New | +$50K | 0.05% | 96 |
|