Financial Advisors Network’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
Q1 | – | Sell |
-49,530
| Closed | -$1.16M | – | 112 |
|
|
2019
Q4 | $1.16M | Buy |
49,530
+2,519
| +5% | +$59.1K | 0.53% | 40 |
|
|
2019
Q3 | $1.11M | Buy |
47,011
+2,547
| +6% | +$60.1K | 0.57% | 38 |
|
|
2019
Q2 | $1.21M | Buy |
44,464
+2,320
| +6% | +$62.9K | 0.65% | 31 |
|
|
2019
Q1 | $1.11M | Buy |
42,144
+2,572
| +6% | +$67.5K | 0.64% | 32 |
|
|
2018
Q4 | $1M | Buy |
+39,572
| New | +$1M | 0.62% | 34 |
|
|
2018
Q2 | $791K | Buy |
+34,714
| New | +$791K | 0.48% | 47 |
|