Mount Yale Investment 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
Q1 | – | Sell |
-11,570
| Closed | -$268K | – | 314 |
|
|
2019
Q4 | $268K | Buy |
11,570
+2,601
| +29% | +$60.2K | 0.05% | 286 |
|
|
2019
Q3 | $220K | Sell |
8,969
-2,035
| -18% | -$49.9K | 0.04% | 291 |
|
|
2019
Q2 | $298K | Sell |
11,004
-1,206
| -10% | -$32.7K | 0.06% | 267 |
|
|
2019
Q1 | $292K | Sell |
12,210
-321
| -3% | -$7.68K | 0.05% | 259 |
|
|
2018
Q4 | $300K | Buy |
12,531
+1,531
| +14% | +$36.7K | 0.06% | 254 |
|
|
2018
Q3 | $312K | Buy |
11,000
+1,090
| +11% | +$30.9K | 0.05% | 244 |
|
|
2018
Q2 | $226K | Sell |
9,910
-222
| -2% | -$5.06K | 0.04% | 291 |
|
|
2018
Q1 | $257K | Buy |
+10,132
| New | +$257K | 0.06% | 261 |
|