Sunflower Bank Wealth Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,410
| Closed | -$293K | – | 134 |
|
|
2019
Q3 | $293K | Hold |
12,410
| – | – | 0.09% | 117 |
|
|
2019
Q2 | $363K | Hold |
12,410
| – | – | 0.12% | 102 |
|
|
2019
Q1 | $297K | Sell |
12,410
-17,997
| -59% | -$431K | 0.09% | 113 |
|
|
2018
Q4 | $771K | Buy |
30,407
+4,055
| +15% | +$103K | 0.25% | 61 |
|
|
2018
Q3 | $679K | Hold |
26,352
| – | – | 0.19% | 78 |
|
|
2018
Q2 | $600K | Buy |
+26,352
| New | +$600K | 0.18% | 85 |
|