Piedmont 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
Q2 | – | Sell |
-119,023
| Closed | -$1.68M | – | 315 |
|
|
2020
Q1 | $1.68M | Buy |
+119,023
| New | +$1.68M | 0.07% | 230 |
|
|
2018
Q3 | – | Sell |
-2,439
| Closed | -$56K | – | 1603 |
|
|
2018
Q2 | $56K | Sell |
2,439
-87,878
| -97% | -$2.02M | ﹤0.01% | 1252 |
|
|
2018
Q1 | $2.3M | Buy |
90,317
+1,108
| +1% | +$28.2K | 0.06% | 252 |
|
|
2017
Q4 | $2.34M | Sell |
89,209
-27
| -0% | -$708 | 0.05% | 242 |
|
|
2017
Q3 | $2.36M | Buy |
89,236
+1,679
| +2% | +$44.5K | 0.05% | 235 |
|
|
2017
Q2 | $2.71M | Buy |
+87,557
| New | +$2.71M | 0.06% | 232 |
|
|
2017
Q1 | – | Sell |
-620
| Closed | -$14.3K | – | 512 |
|
|
2016
Q4 | $14.3K | Buy |
620
+616
| +15,400% | +$14.2K | ﹤0.01% | 601 |
|
|
2016
Q3 | $92 | Hold |
4
| – | – | ﹤0.01% | 654 |
|
|
2016
Q2 | $92 | Buy |
+4
| New | +$92 | ﹤0.01% | 627 |
|
|
2015
Q2 | – | Sell |
-2,499
| Closed | -$80.1K | – | 424 |
|
|
2015
Q1 | $80.1K | Hold |
2,499
| – | – | ﹤0.01% | 166 |
|
|
2014
Q4 | $84.2K | Hold |
2,499
| – | – | 0.01% | 161 |
|
|
2014
Q3 | $77.5K | Sell |
2,499
-69
| -3% | -$2.14K | ﹤0.01% | 164 |
|
|
2014
Q2 | $86.1K | Buy |
2,568
+101
| +4% | +$3.39K | ﹤0.01% | 161 |
|
|
2014
Q1 | $74.5K | Hold |
2,467
| – | – | ﹤0.01% | 165 |
|
|
2013
Q4 | $71.6K | Buy |
2,467
+2,449
| +13,606% | +$71.1K | ﹤0.01% | 157 |
|
|
2013
Q3 | $479 | Sell |
18
-1,602
| -99% | -$42.6K | ﹤0.01% | 298 |
|
|
2013
Q2 | $45K | Buy |
+1,620
| New | +$45K | ﹤0.01% | 227 |
|