Denali Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-73
| Closed | -$2K | – | 399 |
|
|
2022
Q1 | $2K | Sell |
73
-82
| -53% | -$2.25K | ﹤0.01% | 353 |
|
|
2021
Q4 | $4K | Buy |
+155
| New | +$4K | ﹤0.01% | 345 |
|
|
2021
Q2 | – | Sell |
-32
| Closed | -$1K | – | 314 |
|
|
2021
Q1 | $1K | Sell |
32
-23,500
| -100% | -$734K | ﹤0.01% | 354 |
|
|
2020
Q4 | $373K | Buy |
+23,532
| New | +$373K | 0.06% | 222 |
|
|
2019
Q3 | – | Sell |
-6,600
| Closed | -$193K | – | 315 |
|
|
2019
Q2 | $193K | Sell |
6,600
-17,500
| -73% | -$512K | 0.03% | 183 |
|
|
2019
Q1 | $577K | Buy |
+24,100
| New | +$577K | 0.09% | 89 |
|
|
2017
Q4 | – | Sell |
-23,600
| Closed | -$625K | – | 282 |
|
|
2017
Q3 | $625K | Sell |
23,600
-27,900
| -54% | -$739K | 0.1% | 92 |
|
|
2017
Q2 | $1.59M | Buy |
+51,500
| New | +$1.59M | 0.26% | 75 |
|