Disciplined Investments’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
Q3 | – | Sell |
-27
| Closed | -$860 | – | 746 |
|
|
2023
Q2 | $860 | Hold |
27
| – | – | ﹤0.01% | 1029 |
|
|
2023
Q1 | $952 | Sell |
27
-5
| -16% | -$176 | ﹤0.01% | 983 |
|
|
2022
Q4 | $1.17K | Hold |
32
| – | – | ﹤0.01% | 835 |
|
|
2022
Q3 | $1K | Buy |
32
+2
| +7% | +$63 | ﹤0.01% | 938 |
|
|
2022
Q2 | $1K | Buy |
30
+7
| +30% | +$233 | ﹤0.01% | 959 |
|
|
2022
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1017 |
|