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 |
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|
2020
Q2 | $381K | Buy |
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|
2020
Q1 | $294K | Buy |
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|
2019
Q4 | $346K | Buy |
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|
2019
Q3 | $259K | Sell |
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|
2019
Q2 | $344K | Sell |
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|
2019
Q1 | $291K | Sell |
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|
2018
Q4 | $310K | Buy |
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|
2018
Q3 | $231K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $257K | Sell |
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|
2017
Q4 | $279K | Buy |
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|
2017
Q3 | $247K | Sell |
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|
2017
Q2 | $309K | Sell |
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|
2017
Q1 | $241K | Buy |
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|
2016
Q4 | $227K | Sell |
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|
2016
Q3 | $260K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $238K | Buy |
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