Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,172
| Closed | -$52K | – | 458 |
|
|
2019
Q1 | $52K | Sell |
2,172
-814
| -27% | -$19.5K | 0.02% | 271 |
|
|
2018
Q4 | $76K | Sell |
2,986
-2,653
| -47% | -$67.5K | 0.03% | 176 |
|
|
2018
Q3 | $145K | Hold |
5,639
| – | – | 0.05% | 130 |
|
|
2018
Q2 | $135K | Sell |
5,639
-274
| -5% | -$6.56K | 0.05% | 136 |
|
|
2018
Q1 | $152K | Sell |
5,913
-707
| -11% | -$18.2K | 0.06% | 135 |
|
|
2017
Q4 | $173K | Buy |
+6,620
| New | +$173K | 0.07% | 127 |
|