RIM
Rampart Investment Management’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,276
| Closed | -$61K | – | 462 |
|
|
2020
Q2 | $61K | Buy |
4,276
+2,726
| +176% | +$38.9K | 0.01% | 494 |
|
|
2020
Q1 | $22K | Sell |
1,550
-3,392
| -69% | -$48.1K | 0.01% | 505 |
|
|
2019
Q4 | $116K | Buy |
4,942
+361
| +8% | +$8.47K | 0.01% | 507 |
|
|
2019
Q3 | $108K | Sell |
4,581
-200,010
| -98% | -$4.72M | 0.01% | 500 |
|
|
2019
Q2 | $6M | Sell |
204,591
-50,817
| -20% | -$1.49M | 0.71% | 29 |
|
|
2019
Q1 | $6.11M | Buy |
255,408
+253,461
| +13,018% | +$6.07M | 0.7% | 28 |
|
|
2018
Q4 | $49K | Sell |
1,947
-1,215
| -38% | -$30.6K | 0.01% | 503 |
|
|
2018
Q3 | $81 | Sell |
3,162
-290,391
| -99% | -$7.44K | ﹤0.01% | 526 |
|
|
2018
Q2 | $6.69M | Sell |
293,553
-41,369
| -12% | -$942K | 0.65% | 34 |
|
|
2018
Q1 | $8.51M | Buy |
+334,922
| New | +$8.51M | 0.81% | 25 |
|
|
2017
Q4 | – | Sell |
-2,627
| Closed | -$70K | – | 506 |
|
|
2017
Q3 | $70K | Sell |
2,627
-28
| -1% | -$746 | 0.02% | 493 |
|
|
2017
Q2 | $82K | Buy |
2,655
+2,083
| +364% | +$64.3K | 0.03% | 474 |
|
|
2017
Q1 | $13K | Buy |
+572
| New | +$13K | ﹤0.01% | 483 |
|