Benjamin F. Edwards & Company’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 Q2	–	Sell	-7,680	Closed	-$108K	–	1724
2020 Q1	$108K	Hold	7,680	–	–	0.01%	671
2019 Q4	$180K	Hold	7,680	–	–	0.01%	622
2019 Q3	$181K	Hold	7,680	–	–	0.01%	581
2019 Q2	$225K	Hold	7,680	–	–	0.02%	500
2019 Q1	$184K	Hold	7,680	–	–	0.02%	518
2018 Q4	$195K	Hold	7,680	–	–	0.02%	491
2018 Q3	$198K	Hold	7,680	–	–	0.02%	528
2018 Q2	$175K	Hold	7,680	–	–	0.02%	544
2018 Q1	$195K	Hold	7,680	–	–	0.02%	521
2017 Q4	$201K	Sell	7,680 -42	-0.5%	-$1.1K	0.02%	482
2017 Q3	$204K	Hold	7,722	–	–	0.02%	453
2017 Q2	$239K	Sell	7,722 -227	-3%	-$7.03K	0.03%	397
2017 Q1	$185K	Hold	7,949	–	–	0.03%	422
2016 Q4	$183K	Buy	7,949 +269	+4%	+$6.19K	0.03%	381
2016 Q3	$178K	Hold	7,680	–	–	0.03%	350
2016 Q2	$177K	Hold	7,680	–	–	0.03%	327
2016 Q1	$203K	Hold	7,680	–	–	0.04%	305
2015 Q4	$256K	Hold	7,680	–	–	0.06%	276
2015 Q3	$278K	Hold	7,680	–	–	0.06%	264
2015 Q2	$228K	Sell	7,680 -148	-2%	-$4.39K	0.05%	319
2015 Q1	$251K	Buy	7,828 +148	+2%	+$4.75K	0.05%	294
2014 Q4	$259K	Hold	7,680	–	–	0.06%	273
2014 Q3	$238K	Hold	7,680	–	–	0.06%	283
2014 Q2	$257K	Hold	7,680	–	–	0.07%	266
2014 Q1	$232K	Hold	7,680	–	–	0.06%	265
2013 Q4	$223K	Hold	7,680	–	–	0.08%	230
2013 Q3	$205K	Hold	7,680	–	–	0.08%	218
2013 Q2	$213K	Buy	+7,680	New	+$213K	0.09%	204