Harel Insurance Investments & Financial Services’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
Q1 | – | Sell |
-32,500
| Closed | -$1.19M | – | 714 |
|
2022
Q4 | $1.19M | Hold |
32,500
| – | – | 0.03% | 151 |
|
2022
Q3 | $1.41M | Sell |
32,500
-1,200
| -4% | -$52.1K | 0.03% | 151 |
|
2022
Q2 | $1.19M | Buy |
33,700
+32,151
| +2,076% | +$1.14M | 0.03% | 169 |
|
2022
Q1 | $40K | Sell |
1,549
-129
| -8% | -$3.33K | ﹤0.01% | 546 |
|
2021
Q4 | $40K | Buy |
1,678
+601
| +56% | +$14.3K | ﹤0.01% | 619 |
|
2021
Q3 | $27K | Buy |
+1,077
| New | +$27K | ﹤0.01% | 596 |
|
2019
Q1 | – | Sell |
-118
| Closed | -$3K | – | 472 |
|
2018
Q4 | $3K | Buy |
+118
| New | +$3K | ﹤0.01% | 441 |
|
2016
Q3 | – | Sell |
-100
| Closed | -$2K | – | 565 |
|
2016
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 664 |
|