Inspire Investing’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
Q2 | – | Sell |
-33,977
| Closed | -$885K | – | 776 |
|
|
2022
Q1 | $885K | Buy |
33,977
+3,284
| +11% | +$85.5K | 0.1% | 181 |
|
|
2021
Q4 | $723K | Buy |
+30,693
| New | +$723K | 0.08% | 196 |
|
|
2021
Q3 | – | Sell |
-17,220
| Closed | -$404K | – | 861 |
|
|
2021
Q2 | $404K | Buy |
+17,220
| New | +$404K | 0.05% | 445 |
|
|
2021
Q1 | – | Sell |
-14,312
| Closed | -$227K | – | 665 |
|
|
2020
Q4 | $227K | Buy |
+14,312
| New | +$227K | 0.05% | 577 |
|
|
2018
Q1 | – | Sell |
-28
| Closed | -$1K | – | 418 |
|
|
2017
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 865 |
|