Ergoteles’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 |
-80,538
| Closed | -$2.84M | – | 1234 |
|
2023
Q1 | $2.84M | Buy |
+80,538
| New | +$2.84M | 0.11% | 177 |
|
2022
Q4 | – | Sell |
-35,568
| Closed | -$1.51M | – | 1643 |
|
2022
Q3 | $1.51M | Buy |
+35,568
| New | +$1.51M | 0.05% | 351 |
|
2022
Q2 | – | Sell |
-9,638
| Closed | -$251K | – | 1799 |
|
2022
Q1 | $251K | Buy |
+9,638
| New | +$251K | 0.01% | 902 |
|