Financial Gravity Asset Management’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
Q2 | – | Sell |
-7
| Closed | -$104 | – | 395 |
|
|
2020
Q1 | $104 | Sell |
7
-2
| -22% | -$30 | ﹤0.01% | 882 |
|
|
2019
Q4 | $23K | Sell |
9
-86
| -91% | -$220K | 0.02% | 962 |
|
|
2019
Q3 | $2K | Buy |
95
+83
| +692% | +$1.75K | ﹤0.01% | 897 |
|
|
2019
Q2 | $0 | Buy |
12
+1
| +9% | – | ﹤0.01% | 1430 |
|
|
2019
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1422 |
|
|
2018
Q3 | $2K | Sell |
66
-624
| -90% | -$18.9K | ﹤0.01% | 965 |
|
|
2018
Q2 | $18K | Buy |
690
+601
| +675% | +$15.7K | 0.02% | 486 |
|
|
2018
Q1 | $2K | Buy |
+89
| New | +$2K | ﹤0.01% | 958 |
|