KFS
Kaizen Financial Strategies’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,199
| Closed | -$203K | – | 137 |
|
|
2024
Q3 | $203K | Buy |
+3,199
| New | +$203K | 0.12% | 125 |
|
|
2022
Q4 | – | Sell |
-5,877
| Closed | -$250K | – | 127 |
|
|
2022
Q3 | $250K | Buy |
5,877
+36
| +0.6% | +$1.53K | 0.25% | 91 |
|
|
2022
Q2 | $206K | Buy |
+5,841
| New | +$206K | 0.2% | 115 |
|
|
2022
Q1 | – | Sell |
-9,169
| Closed | -$216K | – | 140 |
|
|
2021
Q4 | $216K | Buy |
9,169
+95
| +1% | +$2.24K | 0.16% | 132 |
|
|
2021
Q3 | $227K | Buy |
+9,074
| New | +$227K | 0.18% | 128 |
|