Fortis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,307
| Closed | -$131K | – | 236 |
|
|
2020
Q1 | $131K | Sell |
9,307
-418
| -4% | -$5.88K | 0.09% | 123 |
|
|
2019
Q4 | $228K | Hold |
9,725
| – | – | 0.14% | 104 |
|
|
2019
Q3 | $230K | Sell |
9,725
-158
| -2% | -$3.74K | 0.11% | 106 |
|
|
2019
Q2 | $290K | Hold |
9,883
| – | – | 0.14% | 74 |
|
|
2019
Q1 | $237K | Buy |
9,883
+2,007
| +25% | +$48.1K | 0.12% | 84 |
|
|
2018
Q4 | $200K | Buy |
+7,876
| New | +$200K | 0.12% | 78 |
|