ClearAlpha Technologies’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,713
| Closed | -$300K | – | 157 |
|
|
2024
Q3 | $300K | Sell |
4,713
-1,420
| -23% | -$90.2K | 0.08% | 119 |
|
|
2024
Q2 | $333K | Sell |
6,133
-2,088
| -25% | -$113K | 0.11% | 167 |
|
|
2024
Q1 | $404K | Sell |
8,221
-7,345
| -47% | -$361K | 0.17% | 201 |
|
|
2023
Q4 | $753K | Buy |
+15,566
| New | +$753K | 0.28% | 97 |
|