Fusion Family Wealth’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
Q3 | – | Sell |
-450
| Closed | -$6K | – | 107 |
|
|
2020
Q2 | $6K | Hold |
450
| – | – | ﹤0.01% | 87 |
|
|
2020
Q1 | $6K | Hold |
450
| – | – | ﹤0.01% | 100 |
|
|
2019
Q4 | $11K | Hold |
450
| – | – | ﹤0.01% | 95 |
|
|
2019
Q3 | $11K | Hold |
450
| – | – | ﹤0.01% | 101 |
|
|
2019
Q2 | $13K | Hold |
450
| – | – | ﹤0.01% | 111 |
|
|
2019
Q1 | $11K | Hold |
450
| – | – | ﹤0.01% | 101 |
|
|
2018
Q4 | $11K | Hold |
450
| – | – | ﹤0.01% | 181 |
|
|
2018
Q3 | $12K | Hold |
450
| – | – | ﹤0.01% | 186 |
|
|
2018
Q2 | $10K | Hold |
450
| – | – | ﹤0.01% | 210 |
|
|
2018
Q1 | $11K | Hold |
450
| – | – | ﹤0.01% | 197 |
|
|
2017
Q4 | $12K | Hold |
450
| – | – | ﹤0.01% | 206 |
|
|
2017
Q3 | $12K | Hold |
450
| – | – | ﹤0.01% | 145 |
|
|
2017
Q2 | $14K | Hold |
450
| – | – | ﹤0.01% | 189 |
|
|
2017
Q1 | $10K | Hold |
450
| – | – | ﹤0.01% | 204 |
|
|
2016
Q4 | $11K | Buy |
+450
| New | +$11K | 0.01% | 240 |
|