JNBA Financial 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	-600	Closed	-$8K	–	573
2020 Q1	$8K	Hold	600	–	–	﹤0.01%	410
2019 Q4	$14K	Hold	600	–	–	﹤0.01%	391
2019 Q3	$14K	Hold	600	–	–	﹤0.01%	377
2019 Q2	$18K	Hold	600	–	–	﹤0.01%	357
2019 Q1	$14K	Hold	600	–	–	﹤0.01%	369
2018 Q4	$15K	Sell	600 -104,722	-99%	-$2.62M	﹤0.01%	332
2018 Q3	$2.71M	Buy	105,322 +104,722	+17,454%	+$2.7M	1.22%	35
2018 Q2	$14K	Hold	600	–	–	﹤0.01%	358
2018 Q1	$15K	Hold	600	–	–	﹤0.01%	336
2017 Q4	$16K	Hold	600	–	–	﹤0.01%	334
2017 Q3	$16K	Hold	600	–	–	﹤0.01%	320
2017 Q2	$19K	Hold	600	–	–	﹤0.01%	295
2017 Q1	$14K	Hold	600	–	–	﹤0.01%	329
2016 Q4	$14K	Sell	600 -240	-29%	-$5.6K	﹤0.01%	334
2016 Q3	$19K	Buy	840 +240	+40%	+$5.43K	﹤0.01%	838
2016 Q2	$14K	Hold	600	–	–	﹤0.01%	316
2016 Q1	$16K	Hold	600	–	–	0.01%	309
2015 Q4	$20K	Hold	600	–	–	0.01%	284
2015 Q3	$22K	Hold	600	–	–	0.01%	272
2015 Q2	$18K	Hold	600	–	–	0.01%	294
2015 Q1	$19K	Hold	600	–	–	0.01%	295
2014 Q4	$20K	Hold	600	–	–	0.01%	290
2014 Q3	$19K	Hold	600	–	–	0.01%	298
2014 Q2	$20K	Sell	600 -221	-27%	-$7.37K	0.01%	270
2014 Q1	$25K	Hold	821	–	–	0.01%	224
2013 Q4	$24K	Hold	821	–	–	0.01%	226
2013 Q3	$22K	Hold	821	–	–	0.01%	225
2013 Q2	$23K	Buy	+821	New	+$23K	0.02%	195