Personal CFO Solutions’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-38,783
| Closed | -$1K | – | 391 |
|
|
2020
Q3 | $1K | Buy |
38,783
+6,398
| +20% | +$165 | 0.33% | 81 |
|
|
2020
Q2 | $462K | Buy |
32,385
+13,748
| +74% | +$196K | 0.14% | 142 |
|
|
2020
Q1 | $262K | Sell |
18,637
-1,993
| -10% | -$28K | 0.09% | 191 |
|
|
2019
Q4 | $484K | Buy |
+20,630
| New | +$484K | 0.14% | 155 |
|