Transamerica Financial Advisors’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 |
-1
| Closed | -$1K | – | 309 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 402 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 274 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 457 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 244 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 423 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 426 |
|
|
2018
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 393 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 375 |
|
|
2017
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 360 |
|
|
2017
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 357 |
|
|
2017
Q2 | – | Sell |
-2
| Closed | -$1K | – | 411 |
|
|
2017
Q1 | $1K | Sell |
2
-2
| -50% | -$1K | ﹤0.01% | 326 |
|
|
2016
Q4 | $1K | Sell |
4
-5
| -56% | -$1.25K | ﹤0.01% | 362 |
|
|
2016
Q3 | $1K | Sell |
9
-1
| -10% | -$111 | ﹤0.01% | 367 |
|
|
2016
Q2 | $1K | Sell |
10
-1,018
| -99% | -$102K | ﹤0.01% | 338 |
|
|
2016
Q1 | $28K | Sell |
1,028
-5,871
| -85% | -$160K | ﹤0.01% | 445 |
|
|
2015
Q4 | $230K | Buy |
6,899
+385
| +6% | +$12.8K | 0.02% | 297 |
|
|
2015
Q3 | $236K | Buy |
6,514
+305
| +5% | +$11.1K | 0.02% | 271 |
|
|
2015
Q2 | $185K | Buy |
6,209
+503
| +9% | +$15K | 0.01% | 337 |
|
|
2015
Q1 | $183K | Buy |
5,706
+5,404
| +1,789% | +$173K | 0.01% | 331 |
|
|
2014
Q4 | $11K | Buy |
302
+2
| +0.7% | +$73 | ﹤0.01% | 490 |
|
|
2014
Q3 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 473 |
|
|
2014
Q2 | – | Sell |
-103
| Closed | -$4K | – | 702 |
|
|
2014
Q1 | $4K | Hold |
103
| – | – | ﹤0.01% | 528 |
|
|
2013
Q4 | $3K | Buy |
103
+1
| +1% | +$29 | ﹤0.01% | 527 |
|
|
2013
Q3 | $3K | Buy |
102
+1
| +1% | +$29 | ﹤0.01% | 524 |
|
|
2013
Q2 | $3K | Buy |
+101
| New | +$3K | ﹤0.01% | 502 |
|