ArchPoint Investors’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 |
-21,825
| Closed | -$518K | – | 141 |
|
|
2019
Q4 | $518K | Hold |
21,825
| – | – | 0.16% | 66 |
|
|
2019
Q3 | $521K | Buy |
21,825
+4,730
| +28% | +$113K | 0.18% | 56 |
|
|
2019
Q2 | $505K | Hold |
17,095
| – | – | 0.16% | 56 |
|
|
2019
Q1 | $414K | Buy |
17,095
+1,705
| +11% | +$41.3K | 0.12% | 61 |
|
|
2018
Q4 | $390K | Buy |
+15,390
| New | +$390K | 0.14% | 58 |
|
|
2013
Q3 | – | Sell |
-9,190
| Closed | -$255K | – | 94 |
|
|
2013
Q2 | $255K | Buy |
+9,190
| New | +$255K | 0.3% | 66 |
|