Gradient 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13
| Closed | -$638 | – | 1427 |
|
|
2024
Q1 | $638 | Hold |
13
| – | – | ﹤0.01% | 983 |
|
|
2023
Q4 | $629 | Hold |
13
| – | – | ﹤0.01% | 1544 |
|
|
2023
Q3 | $560 | Sell |
13
-30
| -70% | -$1.29K | ﹤0.01% | 1527 |
|
|
2023
Q2 | $1.37K | Buy |
+43
| New | +$1.37K | ﹤0.01% | 1270 |
|
|
2023
Q1 | – | Sell |
-23
| Closed | -$840 | – | 1570 |
|
|
2022
Q4 | $840 | Buy |
+23
| New | +$840 | ﹤0.01% | 1225 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$13K | – | 669 |
|
|
2015
Q1 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 368 |
|