Winslow Evans & Crocker’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-408
| Closed | -$14.7K | – | 1379 |
|
|
2015
Q3 | $14.7K | Hold |
408
| – | – | ﹤0.01% | 798 |
|
|
2015
Q2 | $12.1K | Sell |
408
-160
| -28% | -$4.73K | ﹤0.01% | 886 |
|
|
2015
Q1 | $18.2K | Hold |
568
| – | – | 0.01% | 750 |
|
|
2014
Q4 | $19.1K | Hold |
568
| – | – | 0.01% | 743 |
|
|
2014
Q3 | $17.6K | Sell |
568
-149
| -21% | -$4.61K | 0.01% | 768 |
|
|
2014
Q2 | $24K | Hold |
717
| – | – | 0.01% | 634 |
|
|
2014
Q1 | $21.6K | Hold |
717
| – | – | 0.01% | 650 |
|
|
2013
Q4 | $21K | Buy |
+717
| New | +$21K | 0.01% | 686 |
|