Howe & Rusling’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19
| Closed | -$1K | – | 642 |
|
|
2022
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 965 |
|
|
2015
Q3 | – | Sell |
-97
| Closed | -$3K | – | 1047 |
|
|
2015
Q2 | $3K | Buy |
97
+12
| +14% | +$371 | ﹤0.01% | 772 |
|
|
2015
Q1 | $3K | Sell |
85
-7
| -8% | -$247 | ﹤0.01% | 706 |
|
|
2014
Q4 | $3K | Buy |
+92
| New | +$3K | ﹤0.01% | 706 |
|