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