AUA Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-121
| Closed | -$4.42K | – | 191 |
|
|
2022
Q4 | $4.42K | Sell |
121
-5
| -4% | -$183 | ﹤0.01% | 191 |
|
|
2022
Q3 | $5K | Sell |
126
-31
| -20% | -$1.23K | ﹤0.01% | 194 |
|
|
2022
Q2 | $6K | Sell |
157
-27
| -15% | -$1.03K | ﹤0.01% | 191 |
|
|
2022
Q1 | $5K | Sell |
184
-21
| -10% | -$571 | ﹤0.01% | 208 |
|
|
2021
Q4 | $5K | Sell |
205
-11
| -5% | -$268 | ﹤0.01% | 196 |
|
|
2021
Q3 | $5K | Sell |
216
-7
| -3% | -$162 | ﹤0.01% | 190 |
|
|
2021
Q2 | $5K | Sell |
223
-24
| -10% | -$538 | ﹤0.01% | 192 |
|
|
2021
Q1 | $5K | Hold |
247
| – | – | ﹤0.01% | 202 |
|
|
2020
Q4 | $4K | Buy |
247
+154
| +166% | +$2.49K | ﹤0.01% | 211 |
|
|
2020
Q3 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 235 |
|