First Allied Advisory Services’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$464K	Buy	28,496 +1,817	+7%	+$26.7K	0.02%	741
2020 Q2	$381K	Buy	26,679 +5,771	+28%	+$91.2K	0.01%	739
2020 Q1	$294K	Buy	20,908 +6,178	+42%	+$129K	0.01%	763
2019 Q4	$346K	Buy	14,730 +3,708	+34%	+$89K	0.01%	866
2019 Q3	$259K	Sell	11,022 -732	-6%	-$19.4K	0.01%	971
2019 Q2	$344K	Sell	11,754 -314	-3%	-$8.44K	0.01%	821
2019 Q1	$291K	Sell	12,068 -183	-1%	-$4.5K	0.01%	885
2018 Q4	$310K	Buy	12,251 +3,453	+39%	+$92.2K	0.01%	770
2018 Q3	$231K	Buy	+8,798	New	+$223K	0.01%	1021
2018 Q2	–	Sell	-10,078	Closed	-$257K	–	1189
2018 Q1	$257K	Sell	10,078 -562	-5%	-$14.8K	0.01%	940
2017 Q4	$279K	Buy	10,640 +1,274	+14%	+$33.1K	0.01%	904
2017 Q3	$247K	Sell	9,366 -763	-8%	-$22.2K	0.01%	902
2017 Q2	$309K	Sell	10,129 -229	-2%	-$6.01K	0.01%	813
2017 Q1	$241K	Buy	10,358 +501	+5%	+$11.2K	0.01%	892
2016 Q4	$227K	Sell	9,857 -1,376	-12%	-$31.5K	0.01%	934
2016 Q3	$260K	Buy	+11,233	New	+$263K	0.01%	812
2013 Q3	–	Sell	-8,500	Closed	-$238K	–	1020
2013 Q2	$238K	Buy	+8,500	New	+$243K	0.02%	773