Creative Financial Designs’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 |
-262
| Closed | -$16.6K | – | 1814 |
|
|
2024
Q3 | $16.6K | Buy |
262
+111
| +74% | +$7.05K | ﹤0.01% | 1074 |
|
|
2024
Q2 | $8.19K | Buy |
151
+1
| +0.7% | +$54 | ﹤0.01% | 1210 |
|
|
2024
Q1 | $7.37K | Hold |
150
| – | – | ﹤0.01% | 1223 |
|
|
2023
Q4 | $7.26K | Hold |
150
| – | – | ﹤0.01% | 1181 |
|
|
2023
Q3 | $6.46K | Hold |
150
| – | – | ﹤0.01% | 1131 |
|
|
2023
Q2 | $4.78K | Hold |
150
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q1 | $5.29K | Hold |
150
| – | – | ﹤0.01% | 1099 |
|
|
2022
Q4 | $5.48K | Buy |
150
+75
| +100% | +$2.74K | ﹤0.01% | 1020 |
|
|
2022
Q3 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 1111 |
|
|
2018
Q4 | – | Sell |
-4
| Closed | – | – | 664 |
|
|
2018
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 782 |
|