Money Concepts Capital’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 |
-2,597
| Closed | -$94.8K | – | 1579 |
|
|
2022
Q4 | $94.8K | Buy |
2,597
+522
| +25% | +$19.1K | ﹤0.01% | 987 |
|
|
2022
Q3 | $88K | Sell |
2,075
-550
| -21% | -$23.3K | 0.01% | 595 |
|
|
2022
Q2 | $97K | Sell |
2,625
-115
| -4% | -$4.25K | 0.01% | 570 |
|
|
2022
Q1 | $71K | Buy |
+2,740
| New | +$71K | ﹤0.01% | 1104 |
|