Balasa Dinverno & Foltz’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$654K Buy
15,370
+8,627
+128% +$367K 0.04% 172
2022
Q2
$238K Buy
+6,743
New +$238K 0.02% 301