Capital Investment Advisory Services’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
Q4 | – | Sell |
-10,689
| Closed | -$267K | – | 824 |
|
|
2021
Q3 | $267K | Sell |
10,689
-3,098
| -22% | -$77.4K | 0.03% | 388 |
|
|
2021
Q2 | $324K | Sell |
13,787
-4,399
| -24% | -$103K | 0.04% | 352 |
|
|
2021
Q1 | $396K | Sell |
18,186
-1,748
| -9% | -$38.1K | 0.06% | 286 |
|
|
2020
Q4 | $316K | Sell |
19,934
-348
| -2% | -$5.52K | 0.05% | 324 |
|
|
2020
Q3 | $330K | Buy |
20,282
+3
| +0% | +$49 | 0.06% | 261 |
|
|
2020
Q2 | $290K | Buy |
+20,279
| New | +$290K | 0.06% | 248 |
|
|
2019
Q4 | – | Sell |
-216
| Closed | -$5K | – | 875 |
|
|
2019
Q3 | $5K | Hold |
216
| – | – | ﹤0.01% | 1126 |
|
|
2019
Q2 | $6K | Buy |
216
+100
| +86% | +$2.78K | ﹤0.01% | 1092 |
|
|
2019
Q1 | $3K | Hold |
116
| – | – | ﹤0.01% | 1051 |
|
|
2018
Q4 | $3K | Buy |
+116
| New | +$3K | ﹤0.01% | 1001 |
|