SeaCrest Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-969
| Closed | -$23K | – | 1099 |
|
|
2019
Q1 | $23K | Hold |
969
| – | – | ﹤0.01% | 1232 |
|
|
2018
Q4 | $25K | Hold |
969
| – | – | 0.01% | 1160 |
|
|
2018
Q3 | $25K | Sell |
969
-1,465
| -60% | -$37.8K | ﹤0.01% | 1290 |
|
|
2018
Q2 | $55K | Sell |
2,434
-2,995
| -55% | -$67.7K | 0.01% | 946 |
|
|
2018
Q1 | $138K | Hold |
5,429
| – | – | 0.03% | 603 |
|
|
2017
Q4 | $142K | Buy |
+5,429
| New | +$142K | 0.03% | 593 |
|