Aptus Capital Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-99,643
| Closed | -$2.34M | – | 426 |
|
|
2019
Q4 | $2.34M | Buy |
99,643
+54,521
| +121% | +$1.28M | 0.17% | 90 |
|
|
2019
Q3 | $1.07M | Sell |
45,122
-14,740
| -25% | -$348K | 0.06% | 142 |
|
|
2019
Q2 | $1.75M | Sell |
59,862
-5,897
| -9% | -$173K | 0.25% | 65 |
|
|
2019
Q1 | $1.57M | Buy |
65,759
+3,207
| +5% | +$76.8K | 0.27% | 91 |
|
|
2018
Q4 | $1.59M | Buy |
+62,552
| New | +$1.59M | 0.42% | 26 |
|