Johnson Investment Counsel’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 |
-15,313
| Closed | -$364K | – | 570 |
|
|
2019
Q4 | $364K | Sell |
15,313
-500
| -3% | -$11.9K | 0.01% | 470 |
|
|
2019
Q3 | $378K | Sell |
15,813
-730
| -4% | -$17.5K | 0.01% | 462 |
|
|
2019
Q2 | $484K | Hold |
16,543
| – | – | 0.01% | 427 |
|
|
2019
Q1 | $396K | Buy |
16,543
+8,000
| +94% | +$192K | 0.01% | 455 |
|
|
2018
Q4 | $216K | Buy |
+8,543
| New | +$216K | 0.01% | 554 |
|