Colonial Trust Advisors’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
Q1 | – | Sell |
-14
| Closed | -$677 | – | 1049 |
|
|
2023
Q4 | $677 | Hold |
14
| – | – | ﹤0.01% | 800 |
|
|
2023
Q3 | $603 | Hold |
14
| – | – | ﹤0.01% | 813 |
|
|
2023
Q2 | $446 | Hold |
14
| – | – | ﹤0.01% | 843 |
|
|
2023
Q1 | $494 | Hold |
14
| – | – | ﹤0.01% | 835 |
|
|
2022
Q4 | $511 | Buy |
+14
| New | +$511 | ﹤0.01% | 834 |
|