CSat Investment Advisory’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-640
| Closed | -$10K | – | 724 |
|
|
2020
Q3 | $10K | Sell |
640
-6,450
| -91% | -$101K | ﹤0.01% | 1041 |
|
|
2020
Q2 | $102K | Buy |
7,090
+3,598
| +103% | +$51.8K | 0.01% | 461 |
|
|
2020
Q1 | $50K | Sell |
3,492
-158
| -4% | -$2.26K | 0.01% | 519 |
|
|
2019
Q4 | $85K | Buy |
3,650
+757
| +26% | +$17.6K | 0.02% | 401 |
|
|
2019
Q3 | $68K | Buy |
2,893
+729
| +34% | +$17.1K | 0.02% | 396 |
|
|
2019
Q2 | $64K | Sell |
2,164
-89
| -4% | -$2.63K | 0.02% | 391 |
|
|
2019
Q1 | $54K | Buy |
2,253
+600
| +36% | +$14.4K | 0.03% | 157 |
|
|
2018
Q4 | $42K | Buy |
1,653
+182
| +12% | +$4.62K | 0.03% | 166 |
|
|
2018
Q3 | $38K | Buy |
1,471
+500
| +51% | +$12.9K | 0.02% | 157 |
|
|
2018
Q2 | $22K | Buy |
+971
| New | +$22K | 0.01% | 192 |
|