Berman Capital Advisors’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$10K Hold
2021
Q2
$9K Hold
2021
Q1
$8K Hold
2020
Q4
$6K Sell
2020
Q3
$8K Buy
2020
Q2
$3K Buy
2020
Q1
Sell
2019
Q4
$0 Hold
2019
Q3
$0 Hold
2019
Q2
$0 Hold
2019
Q1
$0 Sell
2018
Q4
$1K Buy