Sun Life Financial’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
Q3 | – | Sell |
-20,478
| Closed | -$292K | – | 516 |
|
|
2020
Q2 | $292K | Buy |
20,478
+285
| +1% | +$4.06K | 0.06% | 105 |
|
|
2020
Q1 | $284K | Buy |
+20,193
| New | +$284K | 0.07% | 94 |
|
|
2017
Q2 | – | Sell |
-3
| Closed | -$111 | – | 579 |
|
|
2017
Q1 | $111 | Hold |
3
| – | – | ﹤0.01% | 376 |
|
|
2016
Q4 | $117 | Buy |
+3
| New | +$117 | ﹤0.01% | 329 |
|