Berman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $10K | Hold |
412
| – | – | ﹤0.01% | 1186 |
|
|
2021
Q2 | $9K | Hold |
412
| – | – | ﹤0.01% | 1161 |
|
|
2021
Q1 | $8K | Hold |
412
| – | – | ﹤0.01% | 1103 |
|
|
2020
Q4 | $6K | Sell |
412
-83
| -17% | -$1.21K | ﹤0.01% | 1087 |
|
|
2020
Q3 | $8K | Buy |
495
+278
| +128% | +$4.49K | ﹤0.01% | 871 |
|
|
2020
Q2 | $3K | Buy |
+217
| New | +$3K | ﹤0.01% | 1142 |
|
|
2020
Q1 | – | Sell |
-7
| Closed | – | – | 1553 |
|
|
2019
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1501 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1501 |
|
|
2019
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1517 |
|
|
2019
Q1 | $0 | Sell |
7
-43
| -86% | – | ﹤0.01% | 1392 |
|
|
2018
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1001 |
|