Sterling Investment Advisors (Pennsylvania)’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-400
| Closed | -$9K | – | 598 |
|
2021
Q4 | $9K | Hold |
400
| – | – | ﹤0.01% | 449 |
|
2021
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 433 |
|
2021
Q2 | $9K | Hold |
400
| – | – | ﹤0.01% | 426 |
|
2021
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 409 |
|
2020
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 395 |
|
2020
Q3 | $7K | Hold |
400
| – | – | ﹤0.01% | 363 |
|
2020
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 378 |
|
2020
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 343 |
|
2019
Q4 | $9K | Hold |
400
| – | – | ﹤0.01% | 340 |
|
2019
Q3 | $9K | Hold |
400
| – | – | ﹤0.01% | 346 |
|
2019
Q2 | $12K | Hold |
400
| – | – | 0.01% | 336 |
|
2019
Q1 | $10K | Hold |
400
| – | – | 0.01% | 343 |
|
2018
Q4 | $10K | Hold |
400
| – | – | 0.01% | 328 |
|
2018
Q3 | $10K | Hold |
400
| – | – | 0.01% | 359 |
|
2018
Q2 | $9K | Hold |
400
| – | – | 0.01% | 332 |
|
2018
Q1 | $10K | Hold |
400
| – | – | 0.01% | 318 |
|
2017
Q4 | $10K | Hold |
400
| – | – | 0.01% | 299 |
|
2017
Q3 | $11K | Hold |
400
| – | – | 0.01% | 292 |
|
2017
Q2 | $12K | Buy |
+400
| New | +$12K | 0.01% | 290 |
|