Wealthfront’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $397K | Buy |
+15,399
| New | +$397K | ﹤0.01% | 408 |
|
|
2015
Q4 | – | Sell |
-3,780
| Closed | -$137K | – | 614 |
|
|
2015
Q3 | $137K | Buy |
3,780
+2,397
| +173% | +$86.9K | 0.01% | 354 |
|
|
2015
Q2 | $41K | Buy |
1,383
+183
| +15% | +$5.43K | ﹤0.01% | 523 |
|
|
2015
Q1 | $38K | Sell |
1,200
-663
| -36% | -$21K | ﹤0.01% | 495 |
|
|
2014
Q4 | $63K | Buy |
1,863
+958
| +106% | +$32.4K | ﹤0.01% | 442 |
|
|
2014
Q3 | $28K | Sell |
905
-80
| -8% | -$2.48K | ﹤0.01% | 485 |
|
|
2014
Q2 | $33K | Sell |
985
-172
| -15% | -$5.76K | ﹤0.01% | 431 |
|
|
2014
Q1 | $36K | Buy |
+1,157
| New | +$36K | ﹤0.01% | 334 |
|