Guardian Life Insurance’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
Q1 | – | Sell |
-576
| Closed | -$14K | – | 218 |
|
|
2019
Q4 | $14K | Sell |
576
-16
| -3% | -$389 | ﹤0.01% | 504 |
|
|
2019
Q3 | $14K | Hold |
592
| – | – | ﹤0.01% | 508 |
|
|
2019
Q2 | $17K | Hold |
592
| – | – | ﹤0.01% | 504 |
|
|
2019
Q1 | $14K | Buy |
592
+13
| +2% | +$307 | ﹤0.01% | 518 |
|
|
2018
Q4 | $15K | Hold |
579
| – | – | ﹤0.01% | 501 |
|
|
2018
Q3 | $15K | Hold |
579
| – | – | ﹤0.01% | 513 |
|
|
2018
Q2 | $13K | Buy |
579
+92
| +19% | +$2.07K | ﹤0.01% | 516 |
|
|
2018
Q1 | $12K | Sell |
487
-190
| -28% | -$4.68K | ﹤0.01% | 503 |
|
|
2017
Q4 | $18K | Buy |
677
+204
| +43% | +$5.42K | ﹤0.01% | 507 |
|
|
2017
Q3 | $13K | Buy |
473
+9
| +2% | +$247 | ﹤0.01% | 499 |
|
|
2017
Q2 | $14K | Sell |
464
-335
| -42% | -$10.1K | ﹤0.01% | 486 |
|
|
2017
Q1 | $19K | Buy |
799
+5
| +0.6% | +$119 | ﹤0.01% | 504 |
|
|
2016
Q4 | $18K | Sell |
794
-46
| -5% | -$1.04K | ﹤0.01% | 518 |
|
|
2016
Q3 | $19K | Sell |
840
-44
| -5% | -$995 | ﹤0.01% | 537 |
|
|
2016
Q2 | $20K | Buy |
884
+11
| +1% | +$249 | ﹤0.01% | 550 |
|
|
2016
Q1 | $23K | Sell |
873
-237
| -21% | -$6.24K | ﹤0.01% | 534 |
|
|
2015
Q4 | $37K | Sell |
1,110
-505
| -31% | -$16.8K | ﹤0.01% | 491 |
|
|
2015
Q3 | $58K | Buy |
1,615
+412
| +34% | +$14.8K | 0.01% | 433 |
|
|
2015
Q2 | $36K | Hold |
1,203
| – | – | ﹤0.01% | 495 |
|
|
2015
Q1 | $39K | Sell |
1,203
-357
| -23% | -$11.6K | ﹤0.01% | 481 |
|
|
2014
Q4 | $53K | Hold |
1,560
| – | – | 0.01% | 468 |
|
|
2014
Q3 | $48K | Buy |
1,560
+21
| +1% | +$646 | ﹤0.01% | 476 |
|
|
2014
Q2 | $52K | Hold |
1,539
| – | – | 0.01% | 455 |
|
|
2014
Q1 | $46K | Sell |
1,539
-7
| -0.5% | -$209 | ﹤0.01% | 486 |
|
|
2013
Q4 | $45K | Sell |
1,546
-1,726
| -53% | -$50.2K | ﹤0.01% | 485 |
|
|
2013
Q3 | $87K | Hold |
3,272
| – | – | 0.01% | 487 |
|
|
2013
Q2 | $91K | Buy |
+3,272
| New | +$91K | 0.01% | 461 |
|