Capital Investment Counsel Inc’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 | – | Sell |
-19,890
| Closed | -$467K | – | 196 |
|
|
2021
Q2 | $467K | Buy |
19,890
+650
| +3% | +$15.3K | 0.1% | 109 |
|
|
2021
Q1 | $419K | Sell |
19,240
-1,050
| -5% | -$22.9K | 0.11% | 106 |
|
|
2020
Q4 | $322K | Buy |
20,290
+1,430
| +8% | +$22.7K | 0.1% | 110 |
|
|
2020
Q3 | $307K | Buy |
18,860
+1,000
| +6% | +$16.3K | 0.09% | 106 |
|
|
2020
Q2 | $255K | Buy |
17,860
+500
| +3% | +$7.14K | 0.1% | 114 |
|
|
2020
Q1 | $244K | Buy |
17,360
+1,550
| +10% | +$21.8K | 0.1% | 109 |
|
|
2019
Q4 | $371K | Buy |
+15,810
| New | +$371K | 0.12% | 103 |
|
|
2017
Q2 | – | Sell |
-12,150
| Closed | -$282K | – | 151 |
|
|
2017
Q1 | $282K | Hold |
12,150
| – | – | 0.13% | 115 |
|
|
2016
Q4 | $279K | Buy |
12,150
+850
| +8% | +$19.5K | 0.14% | 114 |
|
|
2016
Q3 | $262K | Buy |
+11,300
| New | +$262K | 0.13% | 116 |
|