Hanseatic Management Services’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-839
| Closed | -$31K | – | 124 |
|
|
2022
Q4 | $31K | Hold |
839
| – | – | 0.08% | 62 |
|
|
2022
Q3 | $36K | Buy |
+839
| New | +$36K | 0.1% | 50 |
|
|
2018
Q2 | – | Sell |
-2,190
| Closed | -$56K | – | 421 |
|
|
2018
Q1 | $56K | Buy |
2,190
+387
| +21% | +$9.9K | 0.05% | 186 |
|
|
2017
Q4 | $47K | Buy |
1,803
+171
| +10% | +$4.46K | 0.05% | 181 |
|
|
2017
Q3 | $43K | Buy |
1,632
+613
| +60% | +$16.2K | 0.05% | 169 |
|
|
2017
Q2 | $31K | Buy |
+1,019
| New | +$31K | 0.02% | 175 |
|
|
2016
Q1 | – | Sell |
-358
| Closed | -$12K | – | 265 |
|
|
2015
Q4 | $12K | Buy |
+358
| New | +$12K | ﹤0.01% | 216 |
|
|
2013
Q3 | – | Sell |
-53,930
| Closed | -$1.5M | – | 259 |
|
|
2013
Q2 | $1.5M | Buy |
+53,930
| New | +$1.5M | 0.9% | 53 |
|