Cornerstone Advisors (Washington)’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-168
| Closed | -$5K | – | 1082 |
|
2019
Q2 | $5K | Hold |
168
| – | – | ﹤0.01% | 918 |
|
2019
Q1 | $4K | Sell |
168
-26
| -13% | -$619 | ﹤0.01% | 865 |
|
2018
Q4 | $5K | Buy |
194
+26
| +15% | +$670 | ﹤0.01% | 771 |
|
2018
Q3 | $4K | Hold |
168
| – | – | ﹤0.01% | 790 |
|
2018
Q2 | $4K | Hold |
168
| – | – | ﹤0.01% | 757 |
|
2018
Q1 | $4K | Hold |
168
| – | – | ﹤0.01% | 735 |
|
2017
Q4 | $4K | Hold |
168
| – | – | ﹤0.01% | 721 |
|
2017
Q3 | $4K | Hold |
168
| – | – | ﹤0.01% | 719 |
|
2017
Q2 | $5K | Hold |
168
| – | – | ﹤0.01% | 691 |
|
2017
Q1 | $4K | Hold |
168
| – | – | ﹤0.01% | 718 |
|
2016
Q4 | $4K | Hold |
168
| – | – | ﹤0.01% | 731 |
|
2016
Q3 | $4K | Hold |
168
| – | – | ﹤0.01% | 711 |
|
2016
Q2 | $4K | Sell |
168
-54
| -24% | -$1.29K | ﹤0.01% | 601 |
|
2016
Q1 | $6K | Hold |
222
| – | – | 0.01% | 529 |
|
2015
Q4 | $7K | Hold |
222
| – | – | 0.01% | 493 |
|
2015
Q3 | $8K | Hold |
222
| – | – | 0.01% | 482 |
|
2015
Q2 | $7K | Hold |
222
| – | – | 0.01% | 365 |
|
2015
Q1 | $7K | Hold |
222
| – | – | 0.01% | 394 |
|
2014
Q4 | $7K | Hold |
222
| – | – | 0.01% | 347 |
|
2014
Q3 | $7K | Hold |
222
| – | – | 0.01% | 229 |
|
2014
Q2 | $7K | Buy |
222
+54
| +32% | +$1.7K | 0.01% | 257 |
|
2014
Q1 | $5K | Buy |
+168
| New | +$5K | 0.01% | 262 |
|