Toronto Dominion Bank’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-22
| Closed | – | – | 1501 |
|
|
2020
Q4 | $0 | Hold |
22
| – | – | ﹤0.01% | 1381 |
|
|
2020
Q3 | $0 | Sell |
22
-61,324
| -100% | -$902K | ﹤0.01% | 1277 |
|
|
2020
Q2 | $876K | Sell |
61,346
-13,781
| -18% | -$218K | ﹤0.01% | 846 |
|
|
2020
Q1 | $1.06M | Sell |
75,127
-19,560
| -21% | -$410K | ﹤0.01% | 750 |
|
|
2019
Q4 | $2.22M | Sell |
94,687
-29,256
| -24% | -$702K | ﹤0.01% | 727 |
|
|
2019
Q3 | $2.93M | Sell |
123,943
-115,759
| -48% | -$3.06M | 0.01% | 739 |
|
|
2019
Q2 | $3.51M | Buy |
239,702
+89,450
| +60% | +$2.4M | 0.01% | 734 |
|
|
2019
Q1 | $3.6M | Buy |
150,252
+20,610
| +16% | +$507K | 0.01% | 746 |
|
|
2018
Q4 | $3.29M | Sell |
129,642
-24,244
| -16% | -$647K | 0.01% | 717 |
|
|
2018
Q3 | $3.96M | Buy |
153,886
+3,494
| +2% | +$88.6K | 0.01% | 706 |
|
|
2018
Q2 | $3.42M | Buy |
150,392
+37,700
| +33% | +$1M | 0.01% | 752 |
|
|
2018
Q1 | $2.86M | Buy |
112,692
+22,640
| +25% | +$596K | 0.01% | 724 |
|
|
2017
Q4 | $2.36M | Buy |
90,052
+10,830
| +14% | +$281K | 0.01% | 680 |
|
|
2017
Q3 | $2.1M | Buy |
79,222
+9,043
| +13% | +$263K | 0.01% | 639 |
|
|
2017
Q2 | $2.17M | Buy |
70,179
+14,154
| +25% | +$371K | 0.01% | 639 |
|
|
2017
Q1 | $1.3M | Buy |
56,025
+20,187
| +56% | +$451K | ﹤0.01% | 683 |
|
|
2016
Q4 | $824K | Buy |
35,838
+29,392
| +456% | +$672K | ﹤0.01% | 698 |
|
|
2016
Q3 | $149K | Buy |
6,446
+5,149
| +397% | +$120K | ﹤0.01% | 858 |
|
|
2016
Q2 | $30K | Sell |
1,297
-518
| -29% | -$11.5K | ﹤0.01% | 1023 |
|
|
2016
Q1 | $48K | Sell |
1,815
-5,415
| -75% | -$170K | ﹤0.01% | 919 |
|
|
2015
Q4 | $241K | Sell |
7,230
-1,567
| -18% | -$55.7K | ﹤0.01% | 734 |
|
|
2015
Q3 | $318K | Buy |
8,797
+1,203
| +16% | +$40.7K | ﹤0.01% | 636 |
|
|
2015
Q2 | $225K | Buy |
7,594
+23
| +0.3% | +$721 | ﹤0.01% | 768 |
|
|
2015
Q1 | $243K | Sell |
7,571
-3,782
| -33% | -$127K | ﹤0.01% | 722 |
|
|
2014
Q4 | $382K | Buy |
11,353
+6,160
| +119% | +$197K | ﹤0.01% | 662 |
|
|
2014
Q3 | $161K | Buy |
5,193
+20
| +0.4% | +$652 | ﹤0.01% | 670 |
|
|
2014
Q2 | $173K | Buy |
5,173
+795
| +18% | +$23.7K | ﹤0.01% | 762 |
|
|
2014
Q1 | $132K | Buy |
4,378
+17
| +0.4% | +$510 | ﹤0.01% | 802 |
|
|
2013
Q4 | $127K | Buy |
+4,361
| New | +$124K | ﹤0.01% | 773 |
|
Other funds holding HRB
JAM
