Wealthspire Advisors (Maryland)’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 |
-1,426
| Closed | -$34K | – | 1159 |
|
|
2019
Q1 | $34K | Sell |
1,426
-150
| -10% | -$3.58K | ﹤0.01% | 1058 |
|
|
2018
Q4 | $40K | Buy |
1,576
+287
| +22% | +$7.28K | ﹤0.01% | 947 |
|
|
2018
Q3 | $33K | Buy |
1,289
+77
| +6% | +$1.97K | ﹤0.01% | 1106 |
|
|
2018
Q2 | $28K | Sell |
1,212
-166
| -12% | -$3.84K | ﹤0.01% | 1181 |
|
|
2018
Q1 | $35K | Buy |
1,378
+67
| +5% | +$1.7K | ﹤0.01% | 1114 |
|
|
2017
Q4 | $34K | Buy |
1,311
+144
| +12% | +$3.74K | ﹤0.01% | 1152 |
|
|
2017
Q3 | $31K | Buy |
1,167
+37
| +3% | +$983 | ﹤0.01% | 1150 |
|
|
2017
Q2 | $35K | Hold |
1,130
| – | – | ﹤0.01% | 1070 |
|
|
2017
Q1 | $26K | Buy |
1,130
+160
| +16% | +$3.68K | ﹤0.01% | 995 |
|
|
2016
Q4 | $22K | Sell |
970
-4,561
| -82% | -$103K | ﹤0.01% | 989 |
|
|
2016
Q3 | $128K | Buy |
5,531
+222
| +4% | +$5.14K | 0.02% | 503 |
|
|
2016
Q2 | $122K | Buy |
5,309
+932
| +21% | +$21.4K | 0.02% | 494 |
|
|
2016
Q1 | $116K | Buy |
4,377
+3,613
| +473% | +$95.8K | 0.02% | 491 |
|
|
2015
Q4 | $25K | Buy |
+764
| New | +$25K | ﹤0.01% | 906 |
|