Advisor Partners II’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $324K | Sell |
7,529
-34
| -0.4% | -$1.46K | 0.01% | 905 |
|
|
2023
Q2 | $241K | Buy |
7,563
+256
| +4% | +$8.16K | 0.01% | 911 |
|
|
2023
Q1 | $258K | Sell |
7,307
-153
| -2% | -$5.39K | 0.01% | 811 |
|
|
2022
Q4 | $272K | Sell |
7,460
-426
| -5% | -$15.6K | 0.02% | 720 |
|
|
2022
Q3 | $335K | Buy |
+7,886
| New | +$335K | 0.03% | 577 |
|