Islay Capital Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,322
| Closed | -$196K | – | 290 |
|
|
2021
Q4 | $196K | Buy |
8,322
+3,174
| +62% | +$74.8K | 0.15% | 80 |
|
|
2021
Q3 | $129K | Buy |
+5,148
| New | +$129K | 0.1% | 111 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 282 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 297 |
|
|
2020
Q1 | – | Sell |
-767
| Closed | -$18K | – | 270 |
|
|
2019
Q4 | $18K | Buy |
+767
| New | +$18K | 0.02% | 210 |
|