Cambridge Trust’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 |
-129
| Closed | -$4.55K | – | 723 |
|
|
2023
Q1 | $4.55K | Hold |
129
| – | – | ﹤0.01% | 684 |
|
|
2022
Q4 | $5K | Sell |
129
-112
| -46% | -$4.34K | ﹤0.01% | 702 |
|
|
2022
Q3 | $10K | Buy |
241
+112
| +87% | +$4.65K | ﹤0.01% | 647 |
|
|
2022
Q2 | $5K | Hold |
129
| – | – | ﹤0.01% | 739 |
|
|
2022
Q1 | $3K | Sell |
129
-6
| -4% | -$140 | ﹤0.01% | 850 |
|
|
2021
Q4 | $3K | Buy |
+135
| New | +$3K | ﹤0.01% | 931 |
|