Baker Avenue Asset 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
Q4 | – | Sell |
-11
| Closed | -$474 | – | 843 |
|
|
2023
Q3 | $474 | Buy |
+11
| New | +$474 | ﹤0.01% | 1459 |
|
|
2023
Q2 | – | Sell |
-18
| Closed | -$635 | – | 1651 |
|
|
2023
Q1 | $635 | Buy |
+18
| New | +$635 | ﹤0.01% | 1325 |
|
|
2022
Q1 | – | Sell |
-8,826
| Closed | -$208K | – | 300 |
|
|
2021
Q4 | $208K | Buy |
8,826
+617
| +8% | +$14.5K | 0.01% | 297 |
|
|
2021
Q3 | $205K | Buy |
+8,209
| New | +$205K | 0.01% | 249 |
|