Rational 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,795
| Closed | -$170K | – | 159 |
|
|
2021
Q1 | $170K | Buy |
+7,795
| New | +$170K | 0.03% | 130 |
|
|
2020
Q3 | – | Sell |
-150
| Closed | -$2K | – | 614 |
|
|
2020
Q2 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 474 |
|
|
2020
Q1 | – | Sell |
-2,117
| Closed | -$50K | – | 326 |
|
|
2019
Q4 | $50K | Sell |
2,117
-206
| -9% | -$4.87K | 0.02% | 358 |
|
|
2019
Q3 | $55K | Buy |
2,323
+2,272
| +4,455% | +$53.8K | 0.02% | 350 |
|
|
2019
Q2 | $1K | Sell |
51
-1,365
| -96% | -$26.8K | ﹤0.01% | 550 |
|
|
2019
Q1 | $34K | Buy |
1,416
+1,400
| +8,750% | +$33.6K | 0.01% | 345 |
|
|
2018
Q4 | $0 | Sell |
16
-133
| -89% | – | ﹤0.01% | 543 |
|
|
2018
Q3 | $4K | Buy |
+149
| New | +$4K | ﹤0.01% | 440 |
|
|
2018
Q2 | – | Sell |
-17
| Closed | – | – | 536 |
|
|
2018
Q1 | $0 | Buy |
+17
| New | – | ﹤0.01% | 520 |
|
|
2016
Q4 | – | Sell |
-4,250
| Closed | -$98K | – | 254 |
|
|
2016
Q3 | $98K | Buy |
+4,250
| New | +$98K | 0.06% | 246 |
|
|
2015
Q3 | $8K | Hold |
210
| – | – | ﹤0.01% | 354 |
|
|
2015
Q2 | $6K | Hold |
210
| – | – | ﹤0.01% | 403 |
|
|
2015
Q1 | $7K | Sell |
210
-140
| -40% | -$4.67K | ﹤0.01% | 379 |
|
|
2014
Q4 | $12K | Buy |
+350
| New | +$12K | ﹤0.01% | 404 |
|
|
2013
Q4 | $15K | Sell |
525
-35
| -6% | -$1K | ﹤0.01% | 766 |
|
|
2013
Q3 | $15K | Hold |
560
| – | – | ﹤0.01% | 785 |
|
|
2013
Q2 | $16K | Buy |
+560
| New | +$16K | ﹤0.01% | 774 |
|