Plante Moran Financial Advisors’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
Q4 | – | Hold |
0
| – | – | – | 920 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 949 |
|
|
2017
Q2 | – | Sell |
-365
| Closed | -$8K | – | 865 |
|
|
2017
Q1 | $8K | Hold |
365
| – | – | ﹤0.01% | 614 |
|
|
2016
Q4 | $8K | Hold |
365
| – | – | 0.01% | 623 |
|
|
2016
Q3 | $8K | Buy |
365
+175
| +92% | +$3.84K | 0.01% | 616 |
|
|
2016
Q2 | $4K | Buy |
+190
| New | +$4K | ﹤0.01% | 672 |
|