MPS Loria Financial Planners’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-319
| Closed | -$6K | – | 317 |
|
|
2021
Q1 | $6K | Hold |
319
| – | – | ﹤0.01% | 332 |
|
|
2020
Q4 | $5K | Buy |
319
+17
| +6% | +$266 | ﹤0.01% | 366 |
|
|
2020
Q3 | $5K | Hold |
302
| – | – | ﹤0.01% | 274 |
|
|
2020
Q2 | $4K | Buy |
+302
| New | +$4K | ﹤0.01% | 288 |
|
|
2017
Q3 | – | Sell |
-302
| Closed | -$10K | – | 201 |
|
|
2017
Q2 | $10K | Buy |
+302
| New | +$10K | 0.01% | 294 |
|