Meag Munich Ergo’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 |
-3,366
| Closed | -$79K | – | 347 |
|
|
2019
Q4 | $79K | Sell |
3,366
-41,336
| -92% | -$970K | 0.01% | 508 |
|
|
2019
Q3 | $1.04M | Buy |
44,702
+7,060
| +19% | +$164K | 0.05% | 349 |
|
|
2019
Q2 | $1.09M | Buy |
37,642
+31,209
| +485% | +$907K | 0.09% | 241 |
|
|
2019
Q1 | $155K | Sell |
6,433
-42,091
| -87% | -$1.01M | 0.01% | 520 |
|
|
2018
Q4 | $1.22M | Hold |
48,524
| – | – | 0.15% | 180 |
|
|
2018
Q3 | $1.25M | Sell |
48,524
-54,025
| -53% | -$1.4M | 0.07% | 292 |
|
|
2018
Q2 | $2.35M | Sell |
102,549
-74,627
| -42% | -$1.71M | 0.15% | 190 |
|
|
2018
Q1 | $4.44M | Buy |
177,176
+167,164
| +1,670% | +$4.19M | 0.18% | 176 |
|
|
2017
Q4 | $268K | Buy |
+10,012
| New | +$268K | 0.01% | 511 |
|
|
2017
Q3 | – | Sell |
-141,331
| Closed | -$4.36M | – | 298 |
|
|
2017
Q2 | $4.36M | Sell |
141,331
-122,877
| -47% | -$3.79M | 0.19% | 151 |
|
|
2017
Q1 | $6.1M | Buy |
264,208
+134,659
| +104% | +$3.11M | 0.24% | 151 |
|
|
2016
Q4 | $3.03M | Buy |
+129,549
| New | +$3.03M | 0.14% | 174 |
|