Belpointe 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
Q2
Sell
-998
Closed -$35.2K 1787
2023
Q1
$35.2K Buy
998
+405
+68% +$14.3K ﹤0.01% 1933
2022
Q4
$21.7K Buy
+593
New +$21.7K ﹤0.01% 2125