Ellevest Inc’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 |
-1,673
| Closed | -$59K | – | 929 |
|
|
2023
Q1 | $59K | Sell |
1,673
-557
| -25% | -$19.6K | ﹤0.01% | 557 |
|
|
2022
Q4 | $81.4K | Buy |
2,230
+166
| +8% | +$6.06K | 0.01% | 491 |
|
|
2022
Q3 | $88K | Buy |
2,064
+963
| +87% | +$41.1K | 0.01% | 444 |
|
|
2022
Q2 | $39K | Buy |
1,101
+273
| +33% | +$9.67K | ﹤0.01% | 616 |
|
|
2022
Q1 | $22K | Buy |
828
+388
| +88% | +$10.3K | ﹤0.01% | 721 |
|
|
2021
Q4 | $10K | Sell |
440
-111
| -20% | -$2.52K | ﹤0.01% | 858 |
|
|
2021
Q3 | $14K | Buy |
551
+33
| +6% | +$838 | ﹤0.01% | 752 |
|
|
2021
Q2 | $12K | Buy |
518
+150
| +41% | +$3.48K | ﹤0.01% | 730 |
|
|
2021
Q1 | $8K | Buy |
368
+29
| +9% | +$630 | ﹤0.01% | 816 |
|
|
2020
Q4 | $5K | Sell |
339
-58
| -15% | -$855 | ﹤0.01% | 839 |
|
|
2020
Q3 | $6K | Sell |
397
-19
| -5% | -$287 | ﹤0.01% | 736 |
|
|
2020
Q2 | $6K | Buy |
+416
| New | +$6K | ﹤0.01% | 704 |
|