Signature Wealth Management Group’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 |
-123,424
| Closed | -$2.9M | – | 72 |
|
|
2019
Q4 | $2.9M | Buy |
123,424
+432
| +0.4% | +$10.1K | 1.83% | 32 |
|
|
2019
Q3 | $2.91M | Sell |
122,992
-318
| -0.3% | -$7.51K | 1.92% | 29 |
|
|
2019
Q2 | $3.56M | Buy |
123,310
+857
| +0.7% | +$24.7K | 2.37% | 11 |
|
|
2019
Q1 | $2.93M | Buy |
122,453
+934
| +0.8% | +$22.4K | 2.05% | 25 |
|
|
2018
Q4 | $3.08M | Buy |
121,519
+116
| +0.1% | +$2.94K | 2.39% | 12 |
|
|
2018
Q3 | $3.12M | Buy |
+121,403
| New | +$3.12M | 2.32% | 14 |
|
|
2018
Q1 | – | Sell |
-54
| Closed | -$1K | – | 356 |
|
|
2017
Q4 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 343 |
|